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COASTLIFE

Charter #68482 · TX

Community 500M-750M
165 CUs in 500M-750M nationally 16 in TX
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COASTLIFE has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 35.5% in tier
  • + First Mortgage Concentration (%): Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 73.9% in tier
  • - Membership Headwinds: Bottom 84.7% in tier
  • - Stagnation Risk: Bottom 84.7% in tier
  • - ROA 0.39% below tier average
  • - Delinquency rate 0.08% above tier average
  • - Member decline: -3.6% YoY
  • - Net Charge-Off Rate: Bottom 1.8% in tier
  • - Total Assets: Bottom 9.7% 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 16 that size in Texas.
  • Shares and deposits +0.4% year over year ($459M in shares and deposits).
  • Membership: 34,514 members, -3.6% vs a year ago.
  • Delinquency rate 0.89%.
  • Return on assets 0.43%.
  • Efficiency ratio 75.32% vs a 76.56% peer average.
  • Loan-to-share ratio 73.20% 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 (TX) National Avg Tier Percentile
Members 34,514
-3.6% YoY-0.1% QoQ
-3.4K 37,897
-5.0% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
38%
Assets $519.7M
+1.5% YoY+0.4% QoQ
$-102.6M $622.4M
+0.6% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
Bottom 9.1% in tier
Loans $335.9M
+3.0% YoY-3.2% QoQ
$-92.6M $428.5M
-0.7% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
17%
Deposits $458.9M
+0.4% YoY+0.2% QoQ
$-80.9M $539.8M
+0.9% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
17%

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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 0.4%
+0.6% QoQ
-0.4% 0.8%
+39.5% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
26%
NIM 3.3%
+7.9% YoY+1.1% QoQ
-0.2% 3.5%
+5.0% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
34%
Efficiency Ratio 75.3%
-3.4% YoY+0.0% QoQ
-1.2% 76.6%
-3.6% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
36%
Delinquency Rate 0.9%
-44.7% YoY-10.5% QoQ
+0.1 0.8%
+3.1% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
63%
Loan To Share 73.2%
+2.6% YoY-3.4% QoQ
-6.1% 79.3%
-1.4% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
27%
AMR $23,026
+5.3% YoY-1.2% QoQ
$-4K $27,294
+4.1% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
30%
CD Concentration 35.6%
+15.0% YoY+0.9% QoQ
+11.1% 24.6% 21.6% 20.0% Top 14.6% in tier
Indirect Auto % 37.3%
+1.6% YoY-1.3% QoQ
+23.7% 13.6% 6.9% 7.7% Bottom 9.8% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#457 of 483 • Top 35.5% in tier

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

Why This Signature
AMR Growth (YoY): 5.32%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (3)

Indirect Auto Dependency

risk
#166 of 476 • Bottom 73.9% in tier

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

Why This Signature
Asset Growth (YoY): 1.47%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 37.35%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -3.61%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Membership Headwinds

decline
#198 of 549 • Bottom 84.7% in tier

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

Why This Signature
Member Growth (YoY): -3.61%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Stagnation Risk

risk
#240 of 549 • Bottom 84.7% 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): -3.61%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 3.03%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.89%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 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 (1 metrics)

16
First Mortgage Concentration (%)
balance_sheet
Value: 15.48%
Peer Median: 34.05%
#16 of 165 Top 9.1% in 500M-750M tier

Top Weaknesses (9 metrics)

163
Net Charge-Off Rate
risk
Value: 1.62%
Peer Median: 0.41%
#163 of 165 Bottom 1.8% in 500M-750M tier
150
Total Assets
balance_sheet
Value: $519.74M
Peer Median: $621.76M
#150 of 165 Bottom 9.7% in 500M-750M tier
146
Indirect Auto Concentration (%)
balance_sheet
Value: 37.35%
Peer Median: 9.93%
#146 of 165 Bottom 12.1% in 500M-750M tier
145
Member Growth Rate
growth
Value: -3.61%
Peer Median: 0.59%
#145 of 165 Bottom 12.7% in 500M-750M tier
145
Members Per Employee (MPE)
engagement
Value: 243.056
Peer Median: 313.721
#145 of 165 Bottom 12.7% in 500M-750M tier
140
Share Certificate Concentration (%)
balance_sheet
Value: 35.64%
Peer Median: 26.69%
#140 of 165 Bottom 15.8% in 500M-750M tier
137
Total Deposits
balance_sheet
Value: $458.85M
Peer Median: $542.48M
#137 of 165 Bottom 17.6% in 500M-750M tier
137
Total Loans
balance_sheet
Value: $335.86M
Peer Median: $428.72M
#137 of 165 Bottom 17.6% in 500M-750M tier
136
Deposit Growth Rate
growth
Value: 0.44%
Peer Median: 4.04%
#136 of 165 Bottom 18.2% in 500M-750M tier
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