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FINEX

Charter #68662 · CT

100M-500M
1024 CUs in 100M-500M nationally 13 in CT

FINEX has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.33% above tier average
  • + Fee Income Per Member: Top 7.2% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.10% below tier average
  • - Efficiency ratio 12.73% above tier (higher cost structure)
  • - Member decline: -7.8% YoY
  • - Asset Growth Rate: Bottom 4.4% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 13 that size in Connecticut.
  • Shares and deposits -4.2% year over year ($117M in shares and deposits).
  • Membership: 15,621 members, -7.8% vs a year ago.
  • Delinquency rate 0.73%.
  • Return on assets 0.76%.
  • Efficiency ratio 89.46% vs a 76.73% peer average.
  • Loan-to-share ratio 81.91% vs a 71.54% 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 (CT) National Avg Tier Percentile
Members 15,621
-7.8% YoY-2.9% QoQ
+452 15,168
-2.6% YoY
14,203
+5.8% YoY
34,678
+6.6% YoY
61%
Assets $134.0M
-3.5% YoY-0.1% QoQ
$-98.0M $232.0M
+0.7% YoY
$248.5M
+12.0% YoY
$593.1M
+10.2% YoY
22%
Loans $96.1M
-2.9% YoY+0.4% QoQ
$-50.1M $146.3M
+0.2% YoY
$139.3M
+11.4% YoY
$418.6M
+10.1% YoY
34%
Deposits $117.4M
-4.2% YoY-0.7% QoQ
$-83.3M $200.7M
+0.2% YoY
$217.7M
+11.5% YoY
$504.8M
+10.3% YoY
22%

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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 0.8%
-485.6% YoY+138.1% QoQ
-0.1% 0.9%
+12.5% YoY
1.1%
+193.3% YoY
1.2%
+121.4% YoY
50%
NIM 4.0%
+7.2% YoY+0.2% QoQ
+0.3% 3.7%
+4.5% YoY
3.6%
-1.0% YoY
3.8%
+2.3% YoY
71%
Efficiency Ratio 89.5%
-3.6% YoY-4.1% QoQ
+12.7% 76.7%
-0.8% YoY
90.9%
-27.8% YoY
83.0%
-5.3% YoY
Bottom 12.4% in tier
Delinquency Rate 0.7%
-64.5% YoY-44.6% QoQ
-0.2 0.9%
+6.6% YoY
1.4%
+21.8% YoY
1.3%
+2.6% YoY
52%
Loan To Share 81.9%
+1.3% YoY+1.1% QoQ
+10.4% 71.5%
-0.3% YoY
53.6%
-1.6% YoY
66.4%
-1.4% YoY
69%
AMR $13,668
+4.6% YoY+2.7% QoQ
$-11K $25,107
+3.2% YoY
$17,514
+4.9% YoY
$20,028
-0.9% YoY
Bottom 4.7% in tier
CD Concentration 12.0%
-7.8% YoY-0.1% QoQ
-12.5% 24.6% 14.9% 20.0% 50%
Indirect Auto % 10.6%
-42.2% YoY-14.3% QoQ
-3.0% 13.6% 4.3% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Membership Headwinds

decline
#63 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -7.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Stagnation Risk

risk
#68 of 549 • Bottom 50.0% 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): -7.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.88%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.73%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Institutional Decline

decline
#106 of 230 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $133.98M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -7.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.88%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | Rank worsening

Efficiency Drag

risk
#456 of 531 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 89.46%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.96% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -7.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | Rank worsening

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 1024 peers in tier

Top Strengths (3 metrics)

75
Fee Income Per Member
profitability
Value: $279.57
Peer Median: $159.88
#75 of 1024 Top 7.2% in 100M-500M tier
144
Share Certificate Concentration (%)
balance_sheet
Value: 12.05%
Peer Median: 23.39%
#144 of 1024 Top 14.0% in 100M-500M tier
159
Members Per Employee (MPE)
engagement
Value: 422.189
Peer Median: 310.924
#159 of 1024 Top 15.4% in 100M-500M tier

Top Weaknesses (12 metrics)

980
Asset Growth Rate
growth
Value: -3.45%
Peer Median: 4.12%
#980 of 1024 Bottom 4.4% in 100M-500M tier
977
Deposit Growth Rate
growth
Value: -4.17%
Peer Median: 3.58%
#977 of 1024 Bottom 4.7% in 100M-500M tier
976
Member Growth Rate
growth
Value: -7.79%
Peer Median: -0.03%
#976 of 1024 Bottom 4.8% in 100M-500M tier
976
Average Member Relationship (AMR)
engagement
Value: $13,668
Peer Median: $23,006
#976 of 1024 Bottom 4.8% in 100M-500M tier
912
Net Worth Ratio
risk
Value: 8.93%
Peer Median: 11.71%
#912 of 1024 Bottom 11.0% in 100M-500M tier
898
Efficiency Ratio
profitability
Value: 89.46%
Peer Median: 77.26%
#898 of 1024 Bottom 12.4% in 100M-500M tier
881
Loan-to-Member Ratio (LMR)
engagement
Value: $6,154
Peer Median: $9,434
#881 of 1024 Bottom 14.1% in 100M-500M tier
846
Net Charge-Off Rate
risk
Value: 0.74%
Peer Median: 0.34%
#846 of 1024 Bottom 17.5% in 100M-500M tier
845
Loan Growth Rate
growth
Value: -2.88%
Peer Median: 3.02%
#845 of 1024 Bottom 17.6% in 100M-500M tier
804
Total Assets
balance_sheet
Value: $133.98M
Peer Median: $196.38M
#804 of 1024 Bottom 21.6% in 100M-500M tier
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