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BEACON CREDIT UNION, INCORPORATED

Charter #66965 · VA

100M-500M
1024 CUs in 100M-500M nationally 24 in VA

BEACON CREDIT UNION, INCORPORATED has 8 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.24% above tier average
  • + Net Interest Margin 0.39% above tier average
  • + Deposit Growth Rate: Top 2.0% in tier
  • + Asset Growth Rate: Top 2.1% in tier
  • + Loan-to-Share Ratio: Top 2.4% in tier
  • + Total Loans: Top 2.5% in tier
  • + Loan Growth Rate: Top 3.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 24 that size in Virginia.
  • Shares and deposits +18.8% year over year ($342M in shares and deposits).
  • Membership: 30,270 members, +3.6% vs a year ago.
  • Delinquency rate 0.24%.
  • Return on assets 1.10%.
  • Efficiency ratio 74.73% vs a 76.73% peer average.
  • Loan-to-share ratio 99.80% vs a 71.54% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (VA) National Avg Tier Percentile
Members 30,270
+3.6% YoY+1.7% QoQ
+15.1K 15,168
-2.6% YoY
226,164
+4.4% YoY
34,678
+6.6% YoY
Top 6.2% in tier
Assets $391.6M
+18.0% YoY+3.5% QoQ
+$159.6M $232.0M
+0.7% YoY
$3.0B
+6.1% YoY
$593.1M
+10.2% YoY
Top 12.6% in tier
Loans $341.3M
+19.0% YoY+4.7% QoQ
+$195.0M $146.3M
+0.2% YoY
$2.2B
+5.0% YoY
$418.6M
+10.1% YoY
Top 2.6% in tier
Deposits $342.0M
+18.8% YoY+3.6% QoQ
+$141.2M $200.7M
+0.2% YoY
$2.6B
+6.5% YoY
$504.8M
+10.3% YoY
Top 11.3% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.1%
-39.8% YoY+53.4% QoQ
+0.2% 0.9%
+12.5% YoY
1.1%
+69.8% YoY
1.2%
+121.4% YoY
71%
NIM 4.1%
-5.3% YoY+2.2% QoQ
+0.4% 3.7%
+4.5% YoY
3.9%
+0.9% YoY
3.8%
+2.3% YoY
74%
Efficiency Ratio 74.7%
+5.2% YoY-5.9% QoQ
-2.0% 76.7%
-0.8% YoY
79.7%
-1.2% YoY
83.0%
-5.3% YoY
40%
Delinquency Rate 0.2%
-13.4% YoY+37.6% QoQ
-0.6 0.9%
+6.6% YoY
1.5%
-1.1% YoY
1.3%
+2.6% YoY
Top 13.8% in tier
Loan To Share 99.8%
+0.2% YoY+1.0% QoQ
+28.3% 71.5%
-0.3% YoY
64.2%
-3.9% YoY
66.4%
-1.4% YoY
Top 2.5% in tier
AMR $22,570
+14.8% YoY+2.4% QoQ
$-3K $25,107
+3.2% YoY
$18,993
+1.8% YoY
$20,028
-0.9% YoY
47%
CD Concentration 13.5%
-19.8% YoY+4.8% QoQ
-11.0% 24.6% 18.0% 20.0% 50%
Indirect Auto % 35.6%
-12.1% YoY+1.8% QoQ
+22.0% 13.6% 9.3% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#50 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 14.75%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (3)

Liquidity Strain

risk
#9 of 224 • Bottom 50.0% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 99.80%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 19.00%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#48 of 476 • Bottom 50.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 18.03%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 35.58%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 3.63%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

Margin Compression

decline
#18 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.10%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 1.83%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.73% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 CUs YoY | New qualifier

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 1024 peers in tier

Top Strengths (13 metrics)

21
Deposit Growth Rate
growth
Value: 18.82%
Peer Median: 3.58%
#21 of 1024 Top 2.0% in 100M-500M tier
22
Asset Growth Rate
growth
Value: 18.03%
Peer Median: 4.12%
#22 of 1024 Top 2.1% in 100M-500M tier
26
Loan-to-Share Ratio
balance_sheet
Value: 99.80%
Peer Median: 73.07%
#26 of 1024 Top 2.4% in 100M-500M tier
27
Total Loans
balance_sheet
Value: $341.25M
Peer Median: $124.04M
#27 of 1024 Top 2.5% in 100M-500M tier
39
Loan Growth Rate
growth
Value: 19.00%
Peer Median: 3.02%
#39 of 1024 Top 3.7% in 100M-500M tier
40
AMR Growth Rate
growth
Value: 14.75%
Peer Median: 3.53%
#40 of 1024 Top 3.8% in 100M-500M tier
64
Total Members
engagement
Value: 30,270
Peer Median: 13,128
#64 of 1024 Top 6.2% in 100M-500M tier
116
Total Deposits
balance_sheet
Value: $341.95M
Peer Median: $170.77M
#116 of 1024 Top 11.2% in 100M-500M tier
129
Total Assets
balance_sheet
Value: $391.58M
Peer Median: $196.38M
#129 of 1024 Top 12.5% in 100M-500M tier
142
Total Delinquency Rate (60+ days)
risk
Value: 0.24%
Peer Median: 0.71%
#142 of 1024 Top 13.8% in 100M-500M tier

Top Weaknesses (1 metrics)

914
Indirect Auto Concentration (%)
balance_sheet
Value: 35.58%
Peer Median: 6.15%
#914 of 1024 Bottom 10.8% in 100M-500M tier
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