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EXCITE

Charter #68441 · CA

Community 500M-750M
165 CUs in 500M-750M nationally 10 in CA
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EXCITE has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 7.1% in tier
  • + Net Interest Margin 0.20% above tier average
  • + AMR Growth Rate: Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 21.4% in tier
  • - Indirect Auto Dependency: Bottom 81.3% in tier
  • - Membership Headwinds: Bottom 95.7% in tier
  • - Stagnation Risk: Bottom 95.7% in tier
  • - ROA 0.79% below tier average
  • - Efficiency ratio 8.87% above tier (higher cost structure)
  • - Member decline: -8.3% YoY
  • - Net Worth Ratio: Bottom 1.8% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 10 that size in California.
  • Shares and deposits +4.1% year over year ($575M in shares and deposits).
  • Membership: 42,010 members, -8.3% vs a year ago.
  • Delinquency rate 0.54%.
  • Return on assets 0.03%.
  • Efficiency ratio 85.43% vs a 76.56% peer average.
  • Loan-to-share ratio 80.35% vs a 79.33% 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 42,010
-8.3% YoY-8.3% QoQ
+4.1K 37,897
-5.0% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
66%
Assets $613.8M
+0.4% YoY-0.2% QoQ
$-8.6M $622.4M
+0.6% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
47%
Loans $462.1M
+0.2% YoY+2.0% QoQ
+$33.6M $428.5M
-0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
61%
Deposits $575.0M
+4.1% YoY-0.3% QoQ
+$35.3M $539.8M
+0.9% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
68%

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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 0.0%
-68.4% YoY-113.9% QoQ
-0.8% 0.8%
+39.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 1.2% in tier
NIM 3.7%
+2.2% YoY+1.7% QoQ
+0.2% 3.5%
+5.0% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
72%
Efficiency Ratio 85.4%
-0.7% YoY-4.1% QoQ
+8.9% 76.6%
-3.6% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
81%
Delinquency Rate 0.5%
-56.0% YoY-41.0% QoQ
-0.3 0.8%
+3.1% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
34%
Loan To Share 80.4%
-3.7% YoY+2.4% QoQ
+1.0% 79.3%
-1.4% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
46%
AMR $24,687
+11.6% YoY+9.8% QoQ
$-3K $27,294
+4.1% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
43%
CD Concentration 20.3%
+12.4% YoY+2.7% QoQ
-4.2% 24.6% 22.2% 20.0% 35%
Indirect Auto % 25.2%
-13.5% YoY-6.0% QoQ
+11.6% 13.6% 9.2% 7.7% 78%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#91 of 483 • Top 7.1% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 11.61%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (4)

Membership Headwinds

decline
#57 of 549 • Bottom 95.7% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -8.32%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Stagnation Risk

risk
#132 of 549 • Bottom 95.7% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -8.32%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 0.24%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.54%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Efficiency Drag

risk
#302 of 531 • Bottom 21.4% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 85.43%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.06% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -8.32%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#330 of 476 • Bottom 81.3% in tier

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

Why This Signature
Asset Growth (YoY): 0.36%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 25.25%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -8.32%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

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 165 peers in tier

Top Strengths (3 metrics)

10
AMR Growth Rate
growth
Value: 11.61%
Peer Median: 3.83%
#10 of 165 Top 5.5% in 500M-750M tier
29
Members Per Employee (MPE)
engagement
Value: 396.321
Peer Median: 313.721
#29 of 165 Top 17.0% in 500M-750M tier
39
Share Certificate Concentration (%)
balance_sheet
Value: 20.32%
Peer Median: 26.69%
#39 of 165 Top 23.0% in 500M-750M tier

Top Weaknesses (8 metrics)

163
Return on Assets (ROA)
profitability
Value: 0.03%
Peer Median: 0.74%
#163 of 165 Bottom 1.8% in 500M-750M tier
163
Net Worth Ratio
risk
Value: 6.89%
Peer Median: 10.42%
#163 of 165 Bottom 1.8% in 500M-750M tier
159
Member Growth Rate
growth
Value: -8.32%
Peer Median: 0.59%
#159 of 165 Bottom 4.2% in 500M-750M tier
142
Net Charge-Off Rate
risk
Value: 0.89%
Peer Median: 0.41%
#142 of 165 Bottom 14.5% in 500M-750M tier
135
Efficiency Ratio
profitability
Value: 85.43%
Peer Median: 77.45%
#135 of 165 Bottom 18.8% in 500M-750M tier
134
Asset Growth Rate
growth
Value: 0.36%
Peer Median: 4.61%
#134 of 165 Bottom 19.4% in 500M-750M tier
128
Loan Growth Rate
growth
Value: 0.24%
Peer Median: 4.82%
#128 of 165 Bottom 23.0% in 500M-750M tier
128
Indirect Auto Concentration (%)
balance_sheet
Value: 25.25%
Peer Median: 9.93%
#128 of 165 Bottom 23.0% in 500M-750M tier
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