SHAW-ROSS EMPLOYEES

Charter #67327 | FL

<100M (2596 CUs) Micro
40 <100M in FL

SHAW-ROSS EMPLOYEES has 4 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.90% below tier average
  • - Efficiency ratio 168.23% above tier (higher cost structure)
  • - Member decline: -4.2% YoY
  • - Members Per Employee (MPE): Bottom 0.0% in tier
  • - Net Interest Margin (NIM): Bottom 0.2% in tier
  • - Loan-to-Share Ratio: Bottom 1.1% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 3.6% in tier
  • - Total Loans: Bottom 5.2% in tier
  • - Fee Income Per Member: Bottom 7.0% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 594
-4.2% YoY-1.3% QoQ
-2.0K 2,625
-2.2% YoY
69,671
+4.3% YoY
33,089
+6.1% YoY
Bottom 16.1% in tier
Assets $7.3M
+2.3% YoY-2.8% QoQ
$-22.5M $29.9M
+1.1% YoY
$1.1B
+3.8% YoY
$547.7M
+7.8% YoY
26th in tier
Loans $302,687
-7.4% YoY-3.3% QoQ
$-15.5M $15.8M
-2.4% YoY
$773.4M
+7.4% YoY
$388.7M
+8.6% YoY
Bottom 5.1% in tier
Deposits $6.3M
+3.4% YoY-3.4% QoQ
$-19.2M $25.5M
+0.4% YoY
$908.2M
+6.5% YoY
$464.6M
+9.3% YoY
27th in tier
ROA -0.2%
-211.9% YoY-62.7% QoQ
-0.9% 0.7%
-731.4% YoY
0.6%
+15.9% YoY
0.7%
+273.4% YoY
Bottom 12.1% in tier
NIM 0.1%
-78.0% YoY-148.4% QoQ
-3.8% 3.9%
+3.8% YoY
3.6%
+6.7% YoY
3.7%
+5.0% YoY
Bottom 0.2% in tier
Efficiency Ratio 249.6%
+340.0% YoY
+168.2% 81.4%
-2.4% YoY
79.0%
+0.0% YoY
79.1%
-3.3% YoY
Top 0.7% in tier
Delinquency Rate 0.0% -1.5 1.5%
-2.0% YoY
0.7%
+3.1% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 4.8%
-10.4% YoY+0.1% QoQ
-56.4% 61.2%
-3.0% YoY
71.2%
+0.4% YoY
68.0%
-1.7% YoY
Bottom 0.9% in tier
AMR $11,048
+7.3% YoY-2.1% QoQ
$-4K $14,627
-2.7% YoY
$22,283
+3.7% YoY
$19,418
+1.3% YoY
34th in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
23.4%
+4.5% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
10.9%
-1.4% 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 (5 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Avg: 1.51%
#1 of 2596 Top 0.0% in <100M tier
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
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
422
AMR Growth Rate
growth
Value: 7.30%
Peer Avg: 4.67%
#422 of 2596 Top 16.2% in <100M tier

Top Weaknesses (11 metrics)

2596
Members Per Employee (MPE)
engagement
Value: -
Peer Avg: 365.701
#2596 of 2596 Bottom 0.0% in <100M tier
2591
Net Interest Margin (NIM)
profitability
Value: 0.11%
Peer Avg: 3.93%
#2591 of 2596 Bottom 0.2% in <100M tier
2578
Efficiency Ratio
profitability
Value: 249.63%
Peer Avg: 81.39%
#2578 of 2596 Bottom 0.7% in <100M tier
2569
Loan-to-Share Ratio
balance_sheet
Value: 4.84%
Peer Avg: 61.23%
#2569 of 2596 Bottom 1.1% in <100M tier
2503
Loan-to-Member Ratio (LMR)
engagement
Value: $509.57
Peer Avg: $5,488
#2503 of 2596 Bottom 3.6% in <100M tier
2463
Total Loans
balance_sheet
Value: $302,687
Peer Avg: $15.77M
#2463 of 2596 Bottom 5.2% in <100M tier
2414
Fee Income Per Member
profitability
Value: $0.75
Peer Avg: $182.96
#2414 of 2596 Bottom 7.0% in <100M tier
2281
Return on Assets (ROA)
profitability
Value: -0.21%
Peer Avg: 0.68%
#2281 of 2596 Bottom 12.2% in <100M tier
2177
Total Members
engagement
Value: 594
Peer Avg: 2,626
#2177 of 2596 Bottom 16.2% in <100M tier
2156
Net Charge-Off Rate
risk
Value: 0.87%
Peer Avg: 0.57%
#2156 of 2596 Bottom 17.0% in <100M tier