SCHOOL EMPLOYEES

Charter #66662 | WI

<100M (2596 CUs) Micro
53 <100M in WI

SCHOOL EMPLOYEES has 5 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.27% above tier average
  • + Net Interest Margin 0.25% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Loan-to-Share Ratio: Top 7.4% in tier

Key Concerns

Areas that may need attention

  • - Delinquency rate 0.53% above tier average
  • - Members Per Employee (MPE): Bottom 9.0% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 555
+0.4% YoY+0.9% QoQ
-2.1K 2,625
-2.2% YoY
38,719
+8.7% YoY
33,089
+6.1% YoY
Bottom 15.2% in tier
Assets $2.4M
+1.9% YoY-2.8% QoQ
$-27.5M $29.9M
+1.1% YoY
$717.4M
+12.8% YoY
$547.7M
+7.8% YoY
Bottom 11.1% in tier
Loans $1.9M
-13.8% YoY-1.6% QoQ
$-13.9M $15.8M
-2.4% YoY
$555.6M
+13.3% YoY
$388.7M
+8.6% YoY
Bottom 16.8% in tier
Deposits $2.0M
+7.2% YoY-3.6% QoQ
$-23.5M $25.5M
+0.4% YoY
$603.1M
+13.2% YoY
$464.6M
+9.3% YoY
Bottom 11.9% in tier
ROA 0.9%
-23.3% YoY+36.2% QoQ
+0.3% 0.7%
-731.4% YoY
0.7%
-20.1% YoY
0.7%
+273.4% YoY
59th in tier
NIM 4.2%
-2.8% YoY+5.0% QoQ
+0.3% 3.9%
+3.8% YoY
3.5%
-0.2% YoY
3.7%
+5.0% YoY
62nd in tier
Efficiency Ratio 77.7%
+8.2% YoY-6.2% QoQ
-3.7% 81.4%
-2.4% YoY
74.2%
-2.5% YoY
79.1%
-3.3% YoY
49th in tier
Delinquency Rate 2.0%
+320.9% YoY-25.9% QoQ
+0.5 1.5%
-2.0% YoY
1.0%
+20.8% YoY
1.2%
-0.9% YoY
Top 19.7% in tier
Loan To Share 94.4%
-19.6% YoY+2.1% QoQ
+33.2% 61.2%
-3.0% YoY
80.3%
+0.1% YoY
68.0%
-1.7% YoY
Top 7.6% in tier
AMR $6,907
-4.5% YoY-3.5% QoQ
$-8K $14,627
-2.7% YoY
$22,950
+4.4% YoY
$19,418
+1.3% YoY
Bottom 14.8% in tier
CD Concentration 28.3%
+41.9% YoY-0.6% QoQ
+3.9% 24.4%
+4.2% YoY
21.1%
+6.2% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
8.1%
-7.1% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) | Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2596 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
193
Loan-to-Share Ratio
balance_sheet
Value: 94.40%
Peer Avg: 61.23%
#193 of 2596 Top 7.4% in <100M tier
418
Deposit Growth Rate
growth
Value: 7.15%
Peer Avg: 16.80%
#418 of 2596 Top 16.1% in <100M tier

Top Weaknesses (11 metrics)

2364
Members Per Employee (MPE)
engagement
Value: 138.750
Peer Avg: 365.701
#2364 of 2596 Bottom 9.0% in <100M tier
2309
Total Assets
balance_sheet
Value: $2.36M
Peer Avg: $29.86M
#2309 of 2596 Bottom 11.1% in <100M tier
2308
Fee Income Per Member
profitability
Value: $2.62
Peer Avg: $182.96
#2308 of 2596 Bottom 11.1% in <100M tier
2288
Total Deposits
balance_sheet
Value: $1.97M
Peer Avg: $25.45M
#2288 of 2596 Bottom 11.9% in <100M tier
2260
Loan Growth Rate
growth
Value: -13.81%
Peer Avg: 59.01%
#2260 of 2596 Bottom 13.0% in <100M tier
2213
Average Member Relationship (AMR)
engagement
Value: $6,907
Peer Avg: $14,627
#2213 of 2596 Bottom 14.8% in <100M tier
2201
Total Members
engagement
Value: 555
Peer Avg: 2,626
#2201 of 2596 Bottom 15.3% in <100M tier
2159
Total Loans
balance_sheet
Value: $1.86M
Peer Avg: $15.77M
#2159 of 2596 Bottom 16.9% in <100M tier
2108
AMR Growth Rate
growth
Value: -4.51%
Peer Avg: 4.67%
#2108 of 2596 Bottom 18.8% in <100M tier
2100
Share Certificate Concentration (%)
balance_sheet
Value: 28.35%
Peer Avg: 15.37%
#2100 of 2596 Bottom 19.1% in <100M tier