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BECKSTRAND AND ASSOCIATES

Charter #67140 · UT

<100M
2508 CUs in <100M nationally 29 in UT

BECKSTRAND AND ASSOCIATES has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.82% above tier average
  • + Net Worth Ratio: Top 0.1% in tier
  • + Efficiency Ratio: Top 0.3% in tier

Key Concerns

Areas that may need attention

  • - Loan Growth Rate: Bottom 0.0% in tier
  • - Total Delinquency Rate (60+ days): Bottom 0.0% in tier
  • - Net Charge-Off Rate: Bottom 0.0% in tier
  • - Indirect Auto Concentration (%): Bottom 0.0% in tier
  • - First Mortgage Concentration (%): Bottom 0.0% in tier
  • - Members Per Employee (MPE): Bottom 0.0% in tier
  • - Total Deposits: Bottom 0.1% in tier
  • - Total Members: Bottom 0.1% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (UT) National Avg Tier Percentile
Members 16
0% YoY0% QoQ
-2.7K 2,676
+1.6% YoY
80,723
+8.1% YoY
33,913
+5.7% YoY
Bottom 0.1% in tier
Assets $164,908
-10.3% YoY+0.0% QoQ
$-30.0M $30.2M
+1.3% YoY
$1.3B
+11.9% YoY
$578.3M
+9.0% YoY
Bottom 0.8% in tier
Loans $0.0 $-15.3M $15.3M
-2.0% YoY
$985.7M
+12.1% YoY
$402.4M
+8.7% YoY
Bottom 0.1% in tier
Deposits $115.0
0% YoY0% QoQ
$-25.8M $25.8M
+0.7% YoY
$1.1B
+11.5% YoY
$494.3M
+9.1% YoY
Bottom 0.1% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.0%
-36.3% YoY-59.7% QoQ
+0.8% 0.1%
-77.6% YoY
0.4%
-49.8% YoY
0.4%
-39.2% YoY
68%
NIM 1.1%
-47.5% YoY-71.6% QoQ
-2.9% 4.0%
+4.0% YoY
3.4%
+1.0% YoY
3.8%
+4.1% YoY
Bottom 1.2% in tier
Efficiency Ratio 14.4%
-51.1% YoY-63.6% QoQ
-76.2% 90.6%
+6.5% YoY
74.1%
+0.8% YoY
84.6%
+2.8% YoY
Top 0.3% in tier
Delinquency Rate - - 1.5%
+3.8% YoY
0.7%
+20.4% YoY
1.2%
+3.4% YoY
-
Loan To Share 0.0% -58.5% 58.5%
-3.0% YoY
75.0%
-3.9% YoY
65.6%
-1.4% YoY
Bottom 0.1% in tier
AMR $7.2
0% YoY0% QoQ
$-15K $14,884
-1.7% YoY
$21,837
+4.8% YoY
$19,920
+1.6% YoY
Bottom 0.1% in tier
CD Concentration 0.0% -24.3% 24.3% 28.4% 19.8% 50%
Indirect Auto % - - 13.8% 7.1% 7.7% -

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 2508 peers in tier

Top Strengths (3 metrics)

1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 12.45%
#1 of 2508 Top 0.1% in <100M tier
3
Net Worth Ratio
risk
Value: 99.93%
Peer Median: 14.28%
#3 of 2508 Top 0.1% in <100M tier
8
Efficiency Ratio
profitability
Value: 14.41%
Peer Median: 81.45%
#8 of 2508 Top 0.3% in <100M tier

Top Weaknesses (16 metrics)

2508
Loan Growth Rate
growth
Value: -
Peer Median: -2.36%
#2508 of 2508 Bottom 0.1% in <100M tier
2508
Total Delinquency Rate (60+ days)
risk
Value: -
Peer Median: 0.65%
#2508 of 2508 Bottom 0.1% in <100M tier
2508
Net Charge-Off Rate
risk
Value: -
Peer Median: 0.07%
#2508 of 2508 Bottom 0.1% in <100M tier
2508
Indirect Auto Concentration (%)
balance_sheet
Value: -
Peer Median: 0.00%
#2508 of 2508 Bottom 0.1% in <100M tier
2508
First Mortgage Concentration (%)
balance_sheet
Value: -
Peer Median: 3.66%
#2508 of 2508 Bottom 0.1% in <100M tier
2508
Members Per Employee (MPE)
engagement
Value: -
Peer Median: 333.750
#2508 of 2508 Bottom 0.1% in <100M tier
2506
Total Deposits
balance_sheet
Value: $115.00
Peer Median: $18.77M
#2506 of 2508 Bottom 0.1% in <100M tier
2506
Total Members
engagement
Value: 16
Peer Median: 1,918
#2506 of 2508 Bottom 0.1% in <100M tier
2506
Average Member Relationship (AMR)
engagement
Value: $7.19
Peer Median: $13,926
#2506 of 2508 Bottom 0.1% in <100M tier
2498
Total Loans
balance_sheet
Value: $0.00
Peer Median: $9.48M
#2498 of 2508 Bottom 0.4% in <100M tier
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