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WATER AND POWER COMMUNITY

Charter #68493 · CA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 37 in CA
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WATER AND POWER COMMUNITY has 4 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 67.7% in tier
  • + ROA 0.52% above tier average
  • + Net Interest Margin 0.09% above tier average
  • + Share Certificate Concentration (%): Top 9.7% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 77.4% in tier
  • - Membership Headwinds: Bottom 77.4% in tier
  • - Total Deposits: Bottom 1.0% in tier
  • - Total Assets: Bottom 3.0% in tier
  • - Total Members: Bottom 3.3% in tier
  • - Total Loans: Bottom 5.7% in tier
  • - First Mortgage Concentration (%): 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 37 that size in California.
  • Shares and deposits +0.4% year over year ($826M in shares and deposits).
  • Membership: 44,471 members, -0.7% vs a year ago.
  • Delinquency rate 0.61%.
  • Return on assets 1.33%.
  • Efficiency ratio 68.30% vs a 73.02% peer average.
  • Loan-to-share ratio 83.85% 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 44,471
-0.7% YoY-0.9% QoQ
-52.4K 96,861
-1.9% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
Bottom 3.0% in tier
Assets $1.0B
+6.6% YoY+3.0% QoQ
$-703.9M $1.7B
+0.4% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
Bottom 2.7% in tier
Loans $692.7M
+0.4% YoY-0.9% QoQ
$-541.5M $1.2B
+0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Bottom 5.3% in tier
Deposits $826.2M
+0.4% YoY-1.0% QoQ
$-637.2M $1.5B
+0.5% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
Bottom 0.7% 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 1.3%
+183.7% YoY+98.3% QoQ
+0.5% 0.8%
+27.6% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Top 14.0% in tier
NIM 3.5%
+3.8% YoY-0.9% QoQ
+0.1% 3.4%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
54%
Efficiency Ratio 68.3%
-6.9% YoY-13.5% QoQ
-4.7% 73.0%
-2.7% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
29%
Delinquency Rate 0.6%
-23.1% YoY+3.5% QoQ
-0.3 0.9%
+7.3% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
41%
Loan To Share 83.8%
+0.0% YoY+0.1% QoQ
-0.9% 84.7%
+0.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
41%
AMR $34,154
+1.2% YoY-0.1% QoQ
+$5K $29,575
+1.5% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
79%
CD Concentration 17.5%
+12.3% YoY+8.0% QoQ
-11.5% 29.1% 22.2% 20.0% Bottom 8.8% in tier
Indirect Auto % 1.2%
-41.6% YoY-13.2% QoQ
-16.9% 18.1% 9.2% 7.7% 18%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#69 of 69 • Top 67.7% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 1.18%
(Tier: 3.62%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $5.2K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | Rank improving

Concerns (2)

Stagnation Risk

risk
#70 of 86 • Bottom 77.4% 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): -0.73%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 0.44%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.61%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Membership Headwinds

decline
#85 of 86 • Bottom 77.4% in tier

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

Why This Signature
Member Growth (YoY): -0.73%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 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 (5 metrics)

30
Share Certificate Concentration (%)
balance_sheet
Value: 17.54%
Peer Median: 28.24%
#30 of 300 Top 9.7% in 1B-3B tier
42
Return on Assets (ROA)
profitability
Value: 1.33%
Peer Median: 0.77%
#42 of 300 Top 13.7% in 1B-3B tier
60
Indirect Auto Concentration (%)
balance_sheet
Value: 1.23%
Peer Median: 14.26%
#60 of 300 Top 19.7% in 1B-3B tier
63
Average Member Relationship (AMR)
engagement
Value: $34,154
Peer Median: $28,089
#63 of 300 Top 20.7% in 1B-3B tier
64
Loan-to-Member Ratio (LMR)
engagement
Value: $15,576
Peer Median: $12,809
#64 of 300 Top 21.0% in 1B-3B tier

Top Weaknesses (8 metrics)

298
Total Deposits
balance_sheet
Value: $826.15M
Peer Median: $1.30B
#298 of 300 Bottom 1.0% in 1B-3B tier
292
Total Assets
balance_sheet
Value: $1.02B
Peer Median: $1.51B
#292 of 300 Bottom 3.0% in 1B-3B tier
291
Total Members
engagement
Value: 44,471
Peer Median: 86,516
#291 of 300 Bottom 3.3% in 1B-3B tier
284
Total Loans
balance_sheet
Value: $692.69M
Peer Median: $1.14B
#284 of 300 Bottom 5.7% in 1B-3B tier
272
First Mortgage Concentration (%)
balance_sheet
Value: 53.91%
Peer Median: 33.59%
#272 of 300 Bottom 9.7% in 1B-3B tier
257
Deposit Growth Rate
growth
Value: 0.44%
Peer Median: 4.79%
#257 of 300 Bottom 14.7% in 1B-3B tier
241
Loan Growth Rate
growth
Value: 0.44%
Peer Median: 5.71%
#241 of 300 Bottom 20.0% in 1B-3B tier
226
Member Growth Rate
growth
Value: -0.73%
Peer Median: 1.84%
#226 of 300 Bottom 25.0% in 1B-3B tier
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