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RAVE FINANCIAL

Charter #68735 · TX

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 27 in TX
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RAVE FINANCIAL has 4 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 62.4% in tier
  • + Net Interest Margin 0.07% above tier average
  • + Strong member growth: 5.7% YoY
  • + Loan-to-Share Ratio: Top 6.0% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 7.7% in tier
  • - Credit Risk Growth: Bottom 27.7% in tier
  • - Credit Quality Pressure: Bottom 32.5% in tier
  • - Indirect Auto Dependency: Bottom 36.3% in tier
  • - ROA 0.13% below tier average
  • - Efficiency ratio 2.23% above tier (higher cost structure)
  • - Indirect Auto Concentration (%): Bottom 7.0% 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 27 that size in Texas.
  • Shares and deposits +8.5% year over year ($962M in shares and deposits).
  • Membership: 87,828 members, +5.7% vs a year ago.
  • Delinquency rate 0.57%.
  • Return on assets 0.69%.
  • Efficiency ratio 75.24% vs a 73.02% peer average.
  • Loan-to-share ratio 104.27% 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 (TX) National Avg Tier Percentile
Members 87,828
+5.7% YoY-0.4% QoQ
-9.0K 96,861
-1.9% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
52%
Assets $1.2B
+6.9% YoY-2.4% QoQ
$-498.4M $1.7B
+0.4% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
23%
Loans $1.0B
+9.6% YoY+1.4% QoQ
$-231.5M $1.2B
+0.7% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
38%
Deposits $961.7M
+8.5% YoY-3.3% QoQ
$-501.7M $1.5B
+0.5% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
Bottom 13.0% 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 0.7%
+48.1% YoY-6.1% QoQ
-0.1% 0.8%
+27.6% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
40%
NIM 3.5%
+5.7% YoY+4.1% QoQ
+0.1% 3.4%
+6.6% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
53%
Efficiency Ratio 75.2%
-7.2% YoY+1.0% QoQ
+2.2% 73.0%
-2.7% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
59%
Delinquency Rate 0.6%
+25.1% YoY+9.9% QoQ
-0.3 0.9%
+7.3% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
36%
Loan To Share 104.3%
+1.0% YoY+5.0% QoQ
+19.6% 84.7%
+0.1% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
Top 6.3% in tier
AMR $22,366
+3.2% YoY-0.6% QoQ
$-7K $29,575
+1.5% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
Bottom 14.7% in tier
CD Concentration 25.8%
+13.2% YoY+6.5% QoQ
-3.3% 29.1% 21.6% 20.0% 36%
Indirect Auto % 44.6%
+5.6% YoY-1.7% QoQ
+26.5% 18.1% 6.9% 7.7% Bottom 7.2% in tier

Signature Analysis

Strengths (1)

Emerging Performer

growth
#46 of 82 • Top 62.4% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.69%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 5.73%
(Tier: 3.16%, National: 15.67%)
better than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | New qualifier

Concerns (4)

Liquidity Strain

risk
#18 of 168 • Bottom 7.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 104.27%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 9.61%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY

Indirect Auto Dependency

risk
#47 of 193 • Bottom 36.3% in tier

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

Why This Signature
Asset Growth (YoY): 6.86%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 44.56%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 5.73%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Credit Risk Growth

risk
#61 of 170 • Bottom 27.7% in tier

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

Why This Signature
Loan Growth (YoY): 9.61%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.12% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | New qualifier

Credit Quality Pressure

risk
#121 of 215 • Bottom 32.5% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 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)

19
Loan-to-Share Ratio
balance_sheet
Value: 104.27%
Peer Median: 87.07%
#19 of 300 Top 6.0% in 1B-3B tier
43
Member Growth Rate
growth
Value: 5.73%
Peer Median: 1.84%
#43 of 300 Top 14.0% in 1B-3B tier
51
First Mortgage Concentration (%)
balance_sheet
Value: 19.40%
Peer Median: 33.59%
#51 of 300 Top 16.7% in 1B-3B tier
65
Deposit Growth Rate
growth
Value: 8.55%
Peer Median: 4.79%
#65 of 300 Top 21.3% in 1B-3B tier
75
Net Worth Ratio
risk
Value: 12.82%
Peer Median: 10.91%
#75 of 300 Top 24.7% in 1B-3B tier

Top Weaknesses (4 metrics)

280
Indirect Auto Concentration (%)
balance_sheet
Value: 44.56%
Peer Median: 14.26%
#280 of 300 Bottom 7.0% in 1B-3B tier
261
Total Deposits
balance_sheet
Value: $961.66M
Peer Median: $1.30B
#261 of 300 Bottom 13.3% in 1B-3B tier
256
Average Member Relationship (AMR)
engagement
Value: $22,366
Peer Median: $28,089
#256 of 300 Bottom 15.0% in 1B-3B tier
230
Total Assets
balance_sheet
Value: $1.23B
Peer Median: $1.51B
#230 of 300 Bottom 23.7% in 1B-3B tier
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