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COOSA VALLEY

Charter #68683 · GA

Community 750M-1B
111 CUs in 750M-1B nationally 2 in GA
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COOSA VALLEY has 3 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 20.9% in tier
  • + ROA 0.25% above tier average
  • + Fee Income Per Member: Top 6.3% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 11.3% in tier
  • - Efficiency ratio 3.18% above tier (higher cost structure)
  • - Total Assets: Bottom 7.2% 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 111 credit unions with $750M-$1B in assets nationally, and 1 of 2 that size in Georgia.
  • Shares and deposits +8.4% year over year ($678M in shares and deposits).
  • Membership: 51,938 members, +3.0% vs a year ago.
  • Delinquency rate 0.61%.
  • Return on assets 1.10%.
  • Efficiency ratio 77.72% vs a 74.54% peer average.
  • Loan-to-share ratio 89.41% vs a 82.60% 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 (GA) National Avg Tier Percentile
Members 51,938
+3.0% YoY+0.4% QoQ
-544 52,482
+1.3% YoY
32,666
+7.6% YoY
34,678
+6.6% YoY
49%
Assets $765.9M
+9.7% YoY+2.6% QoQ
$-98.1M $863.9M
+0.5% YoY
$529.0M
+8.4% YoY
$593.1M
+10.2% YoY
Bottom 6.3% in tier
Loans $606.2M
+12.8% YoY+8.0% QoQ
$-1.5M $607.8M
+2.1% YoY
$366.4M
+11.0% YoY
$418.6M
+10.1% YoY
41%
Deposits $678.1M
+8.4% YoY+1.2% QoQ
$-61.8M $739.9M
+0.2% YoY
$453.8M
+8.0% YoY
$504.8M
+10.3% YoY
20%

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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 1.1%
+55.6% YoY-3.7% QoQ
+0.3% 0.8%
+30.4% YoY
1.1%
+36.8% YoY
1.2%
+121.4% YoY
68%
NIM 3.5%
-3.8% YoY+0.4% QoQ
+0.0% 3.5%
+6.2% YoY
4.1%
-0.3% YoY
3.8%
+2.3% YoY
50%
Efficiency Ratio 77.7%
+3.3% YoY-1.1% QoQ
+3.2% 74.5%
-1.4% YoY
78.8%
-0.4% YoY
83.0%
-5.3% YoY
56%
Delinquency Rate 0.6%
-24.6% YoY-4.4% QoQ
-0.2 0.8%
+1.0% YoY
1.5%
+41.3% YoY
1.3%
+2.6% YoY
51%
Loan To Share 89.4%
+4.1% YoY+6.7% QoQ
+6.8% 82.6%
+1.9% YoY
70.2%
-1.6% YoY
66.4%
-1.4% YoY
66%
AMR $24,728
+7.2% YoY+3.9% QoQ
$-4K $28,702
+0.4% YoY
$17,498
+1.4% YoY
$20,028
-0.9% YoY
41%
CD Concentration 18.1%
+0.1% YoY+0.2% QoQ
-6.4% 24.6% 20.2% 20.0% 27%
Indirect Auto % 15.3%
-14.6% YoY-0.6% QoQ
+1.7% 13.6% 4.3% 7.7% 64%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#270 of 483 • Top 20.9% in tier

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

Why This Signature
AMR Growth (YoY): 7.23%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | Rank worsening

Concerns (1)

Indirect Auto Dependency

risk
#350 of 476 • Bottom 11.3% in tier

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

Why This Signature
Asset Growth (YoY): 9.72%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 15.30%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.99%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 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 111 peers in tier

Top Strengths (7 metrics)

8
Fee Income Per Member
profitability
Value: $386.45
Peer Median: $197.29
#8 of 111 Top 6.3% in 750M-1B tier
13
Loan Growth Rate
growth
Value: 12.83%
Peer Median: 3.68%
#13 of 111 Top 10.8% in 750M-1B tier
14
Asset Growth Rate
growth
Value: 9.72%
Peer Median: 4.77%
#14 of 111 Top 11.7% in 750M-1B tier
14
First Mortgage Concentration (%)
balance_sheet
Value: 19.02%
Peer Median: 33.51%
#14 of 111 Top 11.7% in 750M-1B tier
15
Share Certificate Concentration (%)
balance_sheet
Value: 18.14%
Peer Median: 27.05%
#15 of 111 Top 12.6% in 750M-1B tier
17
Deposit Growth Rate
growth
Value: 8.37%
Peer Median: 4.45%
#17 of 111 Top 14.4% in 750M-1B tier
25
AMR Growth Rate
growth
Value: 7.23%
Peer Median: 4.04%
#25 of 111 Top 21.6% in 750M-1B tier

Top Weaknesses (3 metrics)

104
Total Assets
balance_sheet
Value: $765.89M
Peer Median: $860.94M
#104 of 111 Bottom 7.2% in 750M-1B tier
89
Total Deposits
balance_sheet
Value: $678.07M
Peer Median: $737.84M
#89 of 111 Bottom 20.7% in 750M-1B tier
85
Net Worth Ratio
risk
Value: 9.53%
Peer Median: 10.80%
#85 of 111 Bottom 24.3% in 750M-1B tier
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