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DESERT FINANCIAL

Charter #68713 · AZ

Large 7B-10B
28 CUs in 7B-10B nationally 1 in AZ
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DESERT FINANCIAL has 7 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.09% above tier average
  • + Strong member growth: 5.8% YoY
  • + Total Deposits: Top 0.1% in tier
  • + First Mortgage Concentration (%): Top 0.1% in tier
  • + Fee Income Per Member: Top 3.6% in tier
  • + Total Assets: Top 3.6% in tier
  • + Loan Growth Rate: Top 7.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 7.8% in tier
  • - Credit Quality Pressure: Bottom 26.6% in tier
  • - Indirect Auto Dependency: Bottom 31.2% in tier
  • - Efficiency ratio 3.80% above tier (higher cost structure)

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 28 credit unions with $7B-$10B in assets nationally, and 1 of 1 that size in Arizona.
  • Shares and deposits +6.8% year over year ($8.86B in shares and deposits).
  • Membership: 517,794 members, +5.8% vs a year ago.
  • Delinquency rate 0.47%.
  • Return on assets 1.11%.
  • Efficiency ratio 69.86% vs a 66.07% peer average.
  • Loan-to-share ratio 59.91% vs a 81.29% 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 (AZ) National Avg Tier Percentile
Members 517,794
+5.8% YoY+1.3% QoQ
+78.9K 438,885
-1.1% YoY
62,580
+4.2% YoY
34,678
+6.6% YoY
64%
Assets $9.9B
+9.0% YoY+1.0% QoQ
+$968.6M $8.9B
+0.0% YoY
$1.1B
+8.8% YoY
$593.1M
+10.2% YoY
Top 7.1% in tier
Loans $5.3B
+14.2% YoY+2.6% QoQ
$-910.5M $6.2B
-0.6% YoY
$693.0M
+9.0% YoY
$418.6M
+10.1% YoY
21%
Deposits $8.9B
+6.8% YoY+0.6% QoQ
+$1.2B $7.7B
+2.7% YoY
$946.4M
+8.0% YoY
$504.8M
+10.3% YoY
Top 3.6% 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 1.1%
+41.2% YoY+28.5% QoQ
+0.1% 1.0%
+4.7% YoY
0.9%
+15.7% YoY
1.2%
+121.4% YoY
46%
NIM 2.8%
+12.1% YoY-0.4% QoQ
-0.2% 3.1%
+6.6% YoY
4.0%
+1.6% YoY
3.8%
+2.3% YoY
29%
Efficiency Ratio 69.9%
-9.2% YoY-5.5% QoQ
+3.8% 66.1%
+1.6% YoY
75.7%
-0.5% YoY
83.0%
-5.3% YoY
64%
Delinquency Rate 0.5%
+50.2% YoY+23.2% QoQ
-0.3 0.8%
+23.1% YoY
0.9%
+18.9% YoY
1.3%
+2.6% YoY
25%
Loan To Share 59.9%
+6.9% YoY+2.0% QoQ
-21.4% 81.3%
-3.8% YoY
69.6%
-1.2% YoY
66.4%
-1.4% YoY
Bottom 7.1% in tier
AMR $27,349
+3.5% YoY+0.1% QoQ
$-10K $37,279
+8.1% YoY
$19,787
+3.1% YoY
$20,028
-0.9% YoY
25%
CD Concentration 18.0%
-4.5% YoY-1.8% QoQ
-10.3% 28.3% 17.9% 20.0% Bottom 10.6% in tier
Indirect Auto % 21.9%
-4.3% YoY-0.2% QoQ
+5.1% 16.8% 21.3% 7.7% 64%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Credit Risk Growth

risk
#6 of 28 • Bottom 7.8% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 14.22%
(Tier: 7.79%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.16% points
(Tier: 0.07% points, National: 0.08% points)
worse than tier avg
28 of 67 Large CUs have this signature | 688 nationally
→ Stable (31→28 CUs) -3 CUs YoY

Credit Quality Pressure

risk
#17 of 33 • Bottom 26.6% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.16% points
(Tier: 0.07% points, National: 0.08% points)
worse than tier avg
33 of 67 Large CUs have this signature | 962 nationally
→ Stable (37→33 CUs) -4 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#22 of 35 • Bottom 31.2% in tier

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

Why This Signature
Asset Growth (YoY): 8.96%
(Tier: 8.71%, National: 3.30%)
but better than tier avg
Indirect Auto %: 21.91%
(Tier: 16.81%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 5.77%
(Tier: 4.24%, National: 15.67%)
but better than tier avg
35 of 67 Large CUs have this signature | 714 nationally
→ Stable (33→35 CUs) +2 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 28 peers in tier

Top Strengths (10 metrics)

1
Total Deposits
balance_sheet
Value: $8.86B
Peer Median: $7.79B
#1 of 28 Top 0.1% in 7B-10B tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 11.76%
Peer Median: 37.58%
#1 of 28 Top 0.1% in 7B-10B tier
2
Fee Income Per Member
profitability
Value: $316.40
Peer Median: $206.85
#2 of 28 Top 3.6% in 7B-10B tier
2
Total Assets
balance_sheet
Value: $9.89B
Peer Median: $9.14B
#2 of 28 Top 3.6% in 7B-10B tier
3
Loan Growth Rate
growth
Value: 14.22%
Peer Median: 4.76%
#3 of 28 Top 7.1% in 7B-10B tier
4
Share Certificate Concentration (%)
balance_sheet
Value: 18.01%
Peer Median: 26.96%
#4 of 28 Top 10.7% in 7B-10B tier
5
Member Growth Rate
growth
Value: 5.77%
Peer Median: 2.28%
#5 of 28 Top 14.3% in 7B-10B tier
8
Asset Growth Rate
growth
Value: 8.96%
Peer Median: 4.49%
#8 of 28 Top 25.0% in 7B-10B tier
8
Total Delinquency Rate (60+ days)
risk
Value: 0.47%
Peer Median: 0.71%
#8 of 28 Top 25.0% in 7B-10B tier
8
Net Charge-Off Rate
risk
Value: 0.29%
Peer Median: 0.42%
#8 of 28 Top 25.0% in 7B-10B tier

Top Weaknesses (3 metrics)

26
Loan-to-Share Ratio
balance_sheet
Value: 59.91%
Peer Median: 83.58%
#26 of 28 Bottom 10.7% in 7B-10B tier
26
Loan-to-Member Ratio (LMR)
engagement
Value: $10,246
Peer Median: $13,051
#26 of 28 Bottom 10.7% in 7B-10B tier
22
Total Loans
balance_sheet
Value: $5.31B
Peer Median: $6.60B
#22 of 28 Bottom 25.0% in 7B-10B tier
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