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COASTLIFE

Charter #68482 · TX

Community 500M-750M
167 CUs in 500M-750M nationally 14 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 15.7% in tier
  • + First Mortgage Concentration (%): Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 77.0% in tier
  • - Membership Headwinds: Bottom 86.1% in tier
  • - Stagnation Risk: Bottom 86.1% in tier
  • - ROA 0.26% below tier average
  • - Delinquency rate 0.29% above tier average
  • - Member decline: -3.9% YoY
  • - Net Charge-Off Rate: Bottom 2.4% in tier
  • - Total Assets: Bottom 9.6% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 34,532
-3.9% YoY-0.0% QoQ
-3.5K 38,079
-4.8% YoY
29,039
+7.4% YoY
33,913
+5.7% YoY
37%
Assets $517.5M
+1.0% YoY+0.3% QoQ
$-102.2M $619.7M
-0.2% YoY
$450.8M
+10.3% YoY
$578.3M
+9.0% YoY
Bottom 9.0% in tier
Loans $347.0M
+8.9% YoY+2.1% QoQ
$-72.3M $419.3M
-1.4% YoY
$318.1M
+8.9% YoY
$402.4M
+8.7% YoY
20%
Deposits $458.1M
+0.1% YoY+0.2% QoQ
$-81.4M $539.5M
-0.1% YoY
$378.7M
+10.8% YoY
$494.3M
+9.1% YoY
Bottom 15.0% in tier

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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%
-237.0% YoY+100.6% QoQ
-0.3% 0.7%
+36.0% YoY
-0.2%
-134.7% YoY
0.4%
-39.2% YoY
33%
NIM 3.3%
+8.2% YoY+2.5% QoQ
-0.2% 3.5%
+4.5% YoY
3.9%
-0.7% YoY
3.8%
+4.1% YoY
34%
Efficiency Ratio 75.3%
-7.9% YoY+0.8% QoQ
-3.1% 78.4%
-3.7% YoY
98.7%
+20.4% YoY
84.6%
+2.8% YoY
32%
Delinquency Rate 1.0%
-39.9% YoY-27.3% QoQ
+0.3 0.7%
-0.9% YoY
1.2%
+13.1% YoY
1.2%
+3.4% YoY
77%
Loan To Share 75.8%
+8.8% YoY+1.9% QoQ
-1.9% 77.7%
-1.2% YoY
69.5%
-2.6% YoY
65.6%
-1.4% YoY
38%
AMR $23,314
+7.9% YoY+1.0% QoQ
$-4K $26,927
+3.1% YoY
$17,820
+2.9% YoY
$19,920
+1.6% YoY
35%
CD Concentration 35.3%
+18.3% YoY+6.1% QoQ
+11.0% 24.3% 21.3% 19.8% Top 13.7% in tier
Indirect Auto % 37.8%
-1.2% YoY-11.5% QoQ
+24.0% 13.8% 6.9% 7.7% Bottom 9.9% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#209 of 491 • Top 15.7% in tier

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

Why This Signature
AMR Growth (YoY): 7.91%
(Tier: 3.74%, National: 6.36%)
better than tier avg
637 nationally
↑ Growing +107 CUs YoY | Rank improving

Concerns (3)

Membership Headwinds

decline
#186 of 570 • Bottom 86.1% in tier

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

Why This Signature
Member Growth (YoY): -3.91%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
676 nationally
→ No prior data (570 CUs now) | New qualifier

Indirect Auto Dependency

risk
#184 of 504 • Bottom 77.0% in tier

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

Why This Signature
Asset Growth (YoY): 0.99%
(Tier: 4.68%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 37.83%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): -3.91%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
745 nationally
↓ Shrinking -29 CUs YoY | Rank worsening

Stagnation Risk

risk
#280 of 570 • Bottom 86.1% 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): -3.91%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 8.90%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Rate: 0.99%
(Tier: 0.76%, National: 1.19%)
worse than tier avg
676 nationally
→ No prior data (570 CUs now) | 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 167 peers in tier

Top Strengths (3 metrics)

17
First Mortgage Concentration (%)
balance_sheet
Value: 14.99%
Peer Median: 32.87%
#17 of 167 Top 9.6% in 500M-750M tier
27
AMR Growth Rate
growth
Value: 7.91%
Peer Median: 4.03%
#27 of 167 Top 15.6% in 500M-750M tier
37
Loan Growth Rate
growth
Value: 8.90%
Peer Median: 4.25%
#37 of 167 Top 21.6% in 500M-750M tier

Top Weaknesses (11 metrics)

164
Net Charge-Off Rate
risk
Value: 1.96%
Peer Median: 0.39%
#164 of 167 Bottom 2.4% in 500M-750M tier
152
Total Assets
balance_sheet
Value: $517.47M
Peer Median: $619.16M
#152 of 167 Bottom 9.6% in 500M-750M tier
151
Member Growth Rate
growth
Value: -3.91%
Peer Median: 1.03%
#151 of 167 Bottom 10.2% in 500M-750M tier
148
Indirect Auto Concentration (%)
balance_sheet
Value: 37.83%
Peer Median: 10.91%
#148 of 167 Bottom 12.0% in 500M-750M tier
148
Members Per Employee (MPE)
engagement
Value: 241.483
Peer Median: 318.730
#148 of 167 Bottom 12.0% in 500M-750M tier
143
Share Certificate Concentration (%)
balance_sheet
Value: 35.32%
Peer Median: 26.29%
#143 of 167 Bottom 15.0% in 500M-750M tier
142
Total Deposits
balance_sheet
Value: $458.06M
Peer Median: $543.36M
#142 of 167 Bottom 15.6% in 500M-750M tier
138
Deposit Growth Rate
growth
Value: 0.06%
Peer Median: 4.02%
#138 of 167 Bottom 18.0% in 500M-750M tier
134
Total Loans
balance_sheet
Value: $347.01M
Peer Median: $427.27M
#134 of 167 Bottom 20.4% in 500M-750M tier
130
Asset Growth Rate
growth
Value: 0.99%
Peer Median: 4.66%
#130 of 167 Bottom 22.8% in 500M-750M tier
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