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COASTAL1

Charter #67278 · RI

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 2 in RI
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COASTAL1 has 4 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Charge-Off Rate: Top 1.3% in tier
  • + Total Delinquency Rate (60+ days): Top 2.6% in tier
  • + Loan-to-Share Ratio: Top 6.5% in tier
  • + Loan-to-Member Ratio (LMR): Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 3.2% in tier
  • - Indirect Auto Dependency: Bottom 73.1% in tier
  • - ROA 0.20% below tier average
  • - Net Interest Margin (NIM): Bottom 3.9% in tier
  • - Share Certificate Concentration (%): Bottom 3.9% 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 77 credit unions with $3B-$5B in assets nationally, and 1 of 2 that size in Rhode Island.
  • Shares and deposits +4.0% year over year ($2.74B in shares and deposits).
  • Membership: 145,728 members, +2.6% vs a year ago.
  • Delinquency rate 0.22%.
  • Return on assets 0.73%.
  • Efficiency ratio 69.01% vs a 69.45% peer average.
  • Loan-to-share ratio 108.53% vs a 90.24% 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 (RI) National Avg Tier Percentile
Members 145,728
+2.6% YoY-0.8% QoQ
-70.8K 216,545
-9.5% YoY
36,207
+1.5% YoY
34,678
+6.6% YoY
Bottom 11.7% in tier
Assets $3.5B
+2.7% YoY+0.6% QoQ
$-410.3M $3.9B
-1.6% YoY
$799.8M
+4.8% YoY
$593.1M
+10.2% YoY
32%
Loans $3.0B
+1.3% YoY+1.9% QoQ
+$38.1M $2.9B
-1.2% YoY
$674.3M
+4.7% YoY
$418.6M
+10.1% YoY
52%
Deposits $2.7B
+4.0% YoY+0.7% QoQ
$-521.4M $3.3B
-2.6% YoY
$660.1M
+3.9% YoY
$504.8M
+10.3% YoY
20%

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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 0.7%
+60.4% YoY+52.9% QoQ
-0.2% 0.9%
+25.3% YoY
0.6%
+34.2% YoY
1.2%
+121.4% YoY
31%
NIM 2.1%
+17.0% YoY+2.8% QoQ
-1.2% 3.2%
+3.8% YoY
3.1%
+8.2% YoY
3.8%
+2.3% YoY
Bottom 2.6% in tier
Efficiency Ratio 69.0%
-10.5% YoY-9.1% QoQ
-0.4% 69.5%
-2.3% YoY
83.1%
-1.8% YoY
83.0%
-5.3% YoY
52%
Delinquency Rate 0.2%
-26.0% YoY+24.8% QoQ
-0.6 0.8%
+5.5% YoY
0.6%
-10.1% YoY
1.3%
+2.6% YoY
Top 2.6% in tier
Loan To Share 108.5%
-2.6% YoY+1.2% QoQ
+18.3% 90.2%
+0.9% YoY
77.6%
-0.3% YoY
66.4%
-1.4% YoY
Top 7.8% in tier
AMR $39,149
-0.0% YoY+2.1% QoQ
+$8K $31,018
+6.9% YoY
$27,022
+3.9% YoY
$20,028
-0.9% YoY
83%
CD Concentration 48.3%
-0.1% YoY+0.7% QoQ
+19.2% 29.1% 27.0% 20.0% Top 3.2% in tier
Indirect Auto % 24.9%
+2.9% YoY+2.7% QoQ
+6.8% 18.1% 10.6% 7.7% 69%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Liquidity Strain

risk
#58 of 168 • Bottom 3.2% in tier

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

Why This Signature
Loan-to-Share Ratio: 108.53%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 1.30%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#160 of 193 • Bottom 73.1% in tier

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

Why This Signature
Asset Growth (YoY): 2.70%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 24.87%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.57%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY

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 77 peers in tier

Top Strengths (6 metrics)

2
Net Charge-Off Rate
risk
Value: 0.06%
Peer Median: 0.47%
#2 of 77 Top 1.3% in 3B-5B tier
3
Total Delinquency Rate (60+ days)
risk
Value: 0.22%
Peer Median: 0.63%
#3 of 77 Top 2.6% in 3B-5B tier
6
Loan-to-Share Ratio
balance_sheet
Value: 108.53%
Peer Median: 93.34%
#6 of 77 Top 6.5% in 3B-5B tier
8
Loan-to-Member Ratio (LMR)
engagement
Value: $20,375
Peer Median: $13,282
#8 of 77 Top 9.1% in 3B-5B tier
11
Members Per Employee (MPE)
engagement
Value: 506.000
Peer Median: 390.144
#11 of 77 Top 13.0% in 3B-5B tier
13
Average Member Relationship (AMR)
engagement
Value: $39,149
Peer Median: $28,880
#13 of 77 Top 15.6% in 3B-5B tier

Top Weaknesses (9 metrics)

75
Net Interest Margin (NIM)
profitability
Value: 2.08%
Peer Median: 3.28%
#75 of 77 Bottom 3.9% in 3B-5B tier
75
Share Certificate Concentration (%)
balance_sheet
Value: 48.30%
Peer Median: 32.00%
#75 of 77 Bottom 3.9% in 3B-5B tier
68
Total Members
engagement
Value: 145,728
Peer Median: 211,695
#68 of 77 Bottom 13.0% in 3B-5B tier
64
Fee Income Per Member
profitability
Value: $126.35
Peer Median: $211.54
#64 of 77 Bottom 18.2% in 3B-5B tier
63
First Mortgage Concentration (%)
balance_sheet
Value: 49.21%
Peer Median: 32.92%
#63 of 77 Bottom 19.5% in 3B-5B tier
62
Total Deposits
balance_sheet
Value: $2.74B
Peer Median: $3.34B
#62 of 77 Bottom 20.8% in 3B-5B tier
61
Loan Growth Rate
growth
Value: 1.30%
Peer Median: 6.20%
#61 of 77 Bottom 22.1% in 3B-5B tier
60
AMR Growth Rate
growth
Value: -0.00%
Peer Median: 3.17%
#60 of 77 Bottom 23.4% in 3B-5B tier
59
Asset Growth Rate
growth
Value: 2.70%
Peer Median: 5.91%
#59 of 77 Bottom 24.7% in 3B-5B tier
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