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SOUTHLAND

Charter #68415 · CA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 37 in CA
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SOUTHLAND has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 68.3% in tier
  • + Organic Growth Engine: Top 68.3% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 14.0% in tier
  • - Shrinking Wallet Share: Bottom 93.5% in tier
  • - Deposit Outflow: Bottom 97.8% in tier
  • - ROA 0.49% below tier average
  • - Efficiency ratio 6.33% above tier (higher cost structure)
  • - Delinquency rate 0.62% above tier average
  • - Deposit Growth Rate: Bottom 3.3% in tier
  • - Net Worth Ratio: Bottom 6.0% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 37 that size in California.
  • Shares and deposits -4.0% year over year ($1.05B in shares and deposits).
  • Membership: 70,143 members, +0.6% vs a year ago.
  • Delinquency rate 1.48%.
  • Return on assets 0.32%.
  • Efficiency ratio 79.35% vs a 73.02% peer average.
  • Loan-to-share ratio 82.71% vs a 84.71% 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 (CA) National Avg Tier Percentile
Members 70,143
+0.6% YoY-0.4% QoQ
-26.7K 96,861
-1.9% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
27%
Assets $1.3B
+3.2% YoY+1.2% QoQ
$-416.1M $1.7B
+0.4% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
31%
Loans $869.7M
-3.0% YoY-6.3% QoQ
$-364.6M $1.2B
+0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
23%
Deposits $1.1B
-4.0% YoY-1.5% QoQ
$-411.8M $1.5B
+0.5% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
25%

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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 0.3%
-30.0% QoQ
-0.5% 0.8%
+27.6% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 13.0% in tier
NIM 3.1%
+6.0% YoY+0.2% QoQ
-0.3% 3.4%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
28%
Efficiency Ratio 79.3%
-5.4% YoY+0.8% QoQ
+6.3% 73.0%
-2.7% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
76%
Delinquency Rate 1.5%
+24.9% YoY+204.6% QoQ
+0.6 0.9%
+7.3% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
Bottom 12.3% in tier
Loan To Share 82.7%
+1.1% YoY-4.9% QoQ
-2.0% 84.7%
+0.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
38%
AMR $27,390
-4.1% YoY-3.4% QoQ
$-2K $29,575
+1.5% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
45%
CD Concentration 23.6%
-12.1% YoY+3.7% QoQ
-5.5% 29.1% 22.2% 20.0% 26%
Indirect Auto % 10.8%
-13.0% YoY+3.0% QoQ
-7.3% 18.1% 9.2% 7.7% 39%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#109 of 112 • Top 68.3% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 0.56%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 10.76%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | New qualifier

Organic Growth Engine

growth
#113 of 113 • Top 68.3% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 0.56%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.32%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 10.76%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | New qualifier

Concerns (3)

Credit Quality Pressure

risk
#52 of 215 • Bottom 14.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.29% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | Rank worsening

Deposit Outflow

decline
#8 of 23 • Bottom 97.8% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -4.01%
(Tier: 6.36%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 0.56%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
23 of 377 Mid-Market CUs have this signature | 109 nationally
→ Stable (22→23 CUs) +1 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#25 of 69 • Bottom 93.5% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -4.07%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 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 300 peers in tier

Top Strengths (0 metrics)

No strength rankings available

Top Weaknesses (9 metrics)

291
Deposit Growth Rate
growth
Value: -4.01%
Peer Median: 4.79%
#291 of 300 Bottom 3.3% in 1B-3B tier
283
Net Worth Ratio
risk
Value: 8.56%
Peer Median: 10.91%
#283 of 300 Bottom 6.0% in 1B-3B tier
281
AMR Growth Rate
growth
Value: -4.07%
Peer Median: 3.19%
#281 of 300 Bottom 6.7% in 1B-3B tier
277
Loan Growth Rate
growth
Value: -2.96%
Peer Median: 5.71%
#277 of 300 Bottom 8.0% in 1B-3B tier
268
Fee Income Per Member
profitability
Value: $129.34
Peer Median: $204.73
#268 of 300 Bottom 11.0% in 1B-3B tier
264
Total Delinquency Rate (60+ days)
risk
Value: 1.48%
Peer Median: 0.70%
#264 of 300 Bottom 12.3% in 1B-3B tier
261
Return on Assets (ROA)
profitability
Value: 0.32%
Peer Median: 0.77%
#261 of 300 Bottom 13.3% in 1B-3B tier
230
Efficiency Ratio
profitability
Value: 79.35%
Peer Median: 73.62%
#230 of 300 Bottom 23.7% in 1B-3B tier
230
Total Loans
balance_sheet
Value: $869.67M
Peer Median: $1.14B
#230 of 300 Bottom 23.7% in 1B-3B tier
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