LAKEWOOD

Charter #66999 | WI

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

LAKEWOOD has 4 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Loan Growth Rate: Top 6.2% in tier
  • + AMR Growth Rate: Top 6.2% in tier
  • + Deposit Growth Rate: Top 9.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.58% below tier average
  • - Efficiency ratio 8.41% above tier (higher cost structure)
  • - First Mortgage Concentration (%): Bottom 6.8% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 1,122
-0.7% YoY-0.6% QoQ
-1.5K 2,625
-2.2% YoY
38,719
+8.7% YoY
33,089
+6.1% YoY
31st in tier
Assets $14.3M
+6.2% YoY+0.9% QoQ
$-15.5M $29.9M
+1.1% YoY
$717.4M
+12.8% YoY
$547.7M
+7.8% YoY
40th in tier
Loans $8.9M
+14.7% YoY-2.8% QoQ
$-6.9M $15.8M
-2.4% YoY
$555.6M
+13.3% YoY
$388.7M
+8.6% YoY
48th in tier
Deposits $12.5M
+9.9% YoY+0.4% QoQ
$-13.0M $25.5M
+0.4% YoY
$603.1M
+13.2% YoY
$464.6M
+9.3% YoY
41st in tier
ROA 0.1%
-116.1% YoY-57.4% QoQ
-0.6% 0.7%
-731.4% YoY
0.7%
-20.1% YoY
0.7%
+273.4% YoY
Bottom 19.6% in tier
NIM 3.8%
-2.4% YoY+0.6% QoQ
-0.1% 3.9%
+3.8% YoY
3.5%
-0.2% YoY
3.7%
+5.0% YoY
46th in tier
Efficiency Ratio 89.8%
-20.7% YoY+6.9% QoQ
+8.4% 81.4%
-2.4% YoY
74.2%
-2.5% YoY
79.1%
-3.3% YoY
Top 23.8% in tier
Delinquency Rate 1.3%
+1588.7% YoY-22.2% QoQ
-0.2 1.5%
-2.0% YoY
1.0%
+20.8% YoY
1.2%
-0.9% YoY
69th in tier
Loan To Share 71.1%
+4.4% YoY-3.2% QoQ
+9.8% 61.2%
-3.0% YoY
80.3%
+0.1% YoY
68.0%
-1.7% YoY
64th in tier
AMR $19,043
+12.6% YoY-0.4% QoQ
+$4K $14,627
-2.7% YoY
$22,950
+4.4% YoY
$19,418
+1.3% YoY
Top 24.5% in tier
CD Concentration 16.2%
+72.9% YoY+10.7% QoQ
-8.2% 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 (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
163
Loan Growth Rate
growth
Value: 14.73%
Peer Avg: 59.01%
#163 of 2596 Top 6.2% in <100M tier
163
AMR Growth Rate
growth
Value: 12.65%
Peer Avg: 4.67%
#163 of 2596 Top 6.2% in <100M tier
234
Deposit Growth Rate
growth
Value: 9.89%
Peer Avg: 16.80%
#234 of 2596 Top 9.0% in <100M tier
372
Fee Income Per Member
profitability
Value: $151.86
Peer Avg: $182.96
#372 of 2596 Top 14.3% in <100M tier
476
Loan-to-Member Ratio (LMR)
engagement
Value: $7,911
Peer Avg: $5,488
#476 of 2596 Top 18.3% in <100M tier
508
Asset Growth Rate
growth
Value: 6.17%
Peer Avg: 1.82%
#508 of 2596 Top 19.5% in <100M tier
636
Average Member Relationship (AMR)
engagement
Value: $19,043
Peer Avg: $14,627
#636 of 2596 Top 24.5% in <100M tier

Top Weaknesses (4 metrics)

2420
First Mortgage Concentration (%)
balance_sheet
Value: 52.26%
Peer Avg: 14.49%
#2420 of 2596 Bottom 6.8% in <100M tier
2087
Return on Assets (ROA)
profitability
Value: 0.10%
Peer Avg: 0.68%
#2087 of 2596 Bottom 19.6% in <100M tier
2078
Members Per Employee (MPE)
engagement
Value: 224.400
Peer Avg: 365.701
#2078 of 2596 Bottom 20.0% in <100M tier
1978
Efficiency Ratio
profitability
Value: 89.80%
Peer Avg: 81.39%
#1978 of 2596 Bottom 23.8% in <100M tier