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SELF RELIANCE FINANCIAL

Charter #7217 · NY

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 12 in NY
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SELF RELIANCE FINANCIAL has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 0.5% in tier
  • + Strong member growth: 114.0% YoY
  • + Member Growth Rate: Top 0.1% in tier
  • + Loan Growth Rate: Top 0.1% in tier
  • + Average Member Relationship (AMR): Top 0.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 0.1% in tier
  • + Asset Growth Rate: Top 0.7% in tier
  • + Deposit Growth Rate: Top 0.7% in tier

Key Concerns

Areas that may need attention

  • - Wealth Migration Risk: Bottom 0.3% in tier
  • - Credit Risk Growth: Bottom 0.5% in tier
  • - Liquidity Overhang: Bottom 4.0% in tier
  • - Credit Quality Pressure: Bottom 24.5% in tier
  • - Shrinking Wallet Share: Bottom 100.0% in tier
  • - ROA 0.30% below tier average
  • - Fee Income Per Member: Bottom 0.3% in tier
  • - Share Certificate Concentration (%): Bottom 0.7% 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 12 that size in New York.
  • Shares and deposits +43.5% year over year ($1.72B in shares and deposits).
  • Membership: 31,640 members, +114.0% vs a year ago.
  • Delinquency rate 0.63%.
  • Return on assets 0.52%.
  • Efficiency ratio 63.74% vs a 73.02% peer average.
  • Loan-to-share ratio 81.39% 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 (NY) National Avg Tier Percentile
Members 31,640
+114.0% YoY+0.2% QoQ
-65.2K 96,861
-1.9% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
Bottom 1.0% in tier
Assets $2.0B
+41.5% YoY+0.3% QoQ
+$317.3M $1.7B
+0.4% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
68%
Loans $1.4B
+58.5% YoY+2.0% QoQ
+$162.0M $1.2B
+0.7% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
69%
Deposits $1.7B
+43.5% YoY+0.4% QoQ
+$252.2M $1.5B
+0.5% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
69%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.5%
+393.9% YoY+14.6% QoQ
-0.3% 0.8%
+27.6% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
24%
NIM 1.6%
+100.4% YoY+4.3% QoQ
-1.8% 3.4%
+6.6% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
Bottom 1.3% in tier
Efficiency Ratio 63.7%
-25.8% YoY-6.3% QoQ
-9.3% 73.0%
-2.7% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
Top 15.0% in tier
Delinquency Rate 0.6%
+33.6% YoY+10.3% QoQ
-0.2 0.9%
+7.3% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
44%
Loan To Share 81.4%
+10.4% YoY+1.6% QoQ
-3.3% 84.7%
+0.1% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
33%
AMR $98,350
-29.9% YoY+0.9% QoQ
+$69K $29,575
+1.5% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
Top 0.3% in tier
CD Concentration 57.8%
-6.0% YoY-1.8% QoQ
+28.8% 29.1% 16.4% 20.0% Top 0.5% in tier
Indirect Auto % 0.0% -18.1% 18.1% 2.7% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#26 of 113 • Top 0.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 113.99%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 0.52%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | New qualifier

Concerns (5)

Shrinking Wallet Share

decline
#1 of 69 • Bottom 100.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -29.95%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | New qualifier

Wealth Migration Risk

decline
#1 of 11 • Bottom 0.3% in tier

High-value members moving money elsewhere despite stable membership. Your best customers are consolidating with competitors.

Why This Signature
Avg Member Relationship: $98.4K
(Tier: $29.9K, National: $20.0K)
but better than tier avg
AMR Growth (YoY): -29.95%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
11 of 377 Mid-Market CUs have this signature | 24 nationally
→ Stable (15→11 CUs) -4 CUs YoY | New qualifier

Credit Risk Growth

risk
#12 of 170 • Bottom 0.5% in tier

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

Why This Signature
Loan Growth (YoY): 58.53%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.16% 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
#91 of 215 • Bottom 24.5% in tier

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

Why This Signature
Delinquency Change (YoY): 0.16% 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

Liquidity Overhang

risk
#10 of 15 • Bottom 4.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 17.16%
(Tier: 11.45%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 81.39%
(Tier: 85.94%, National: 66.39%)
worse than tier avg
15 of 377 Mid-Market CUs have this signature | 148 nationally
→ Stable (16→15 CUs) -1 CUs YoY

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 (10 metrics)

1
Member Growth Rate
growth
Value: 113.99%
Peer Median: 1.84%
#1 of 300 Top 0.1% in 1B-3B tier
1
Loan Growth Rate
growth
Value: 58.53%
Peer Median: 5.71%
#1 of 300 Top 0.1% in 1B-3B tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.26%
#1 of 300 Top 0.1% in 1B-3B tier
1
Average Member Relationship (AMR)
engagement
Value: $98,350
Peer Median: $28,089
#1 of 300 Top 0.1% in 1B-3B tier
1
Loan-to-Member Ratio (LMR)
engagement
Value: $44,129
Peer Median: $12,809
#1 of 300 Top 0.1% in 1B-3B tier
3
Asset Growth Rate
growth
Value: 41.50%
Peer Median: 5.21%
#3 of 300 Top 0.7% in 1B-3B tier
3
Deposit Growth Rate
growth
Value: 43.55%
Peer Median: 4.79%
#3 of 300 Top 0.7% in 1B-3B tier
3
Net Charge-Off Rate
risk
Value: 0.01%
Peer Median: 0.52%
#3 of 300 Top 0.7% in 1B-3B tier
14
Net Worth Ratio
risk
Value: 17.16%
Peer Median: 10.91%
#14 of 300 Top 4.3% in 1B-3B tier
46
Efficiency Ratio
profitability
Value: 63.74%
Peer Median: 73.62%
#46 of 300 Top 15.0% in 1B-3B tier

Top Weaknesses (7 metrics)

300
Fee Income Per Member
profitability
Value: $22.74
Peer Median: $204.73
#300 of 300 Bottom 0.3% in 1B-3B tier
299
Share Certificate Concentration (%)
balance_sheet
Value: 57.84%
Peer Median: 28.24%
#299 of 300 Bottom 0.7% in 1B-3B tier
298
AMR Growth Rate
growth
Value: -29.95%
Peer Median: 3.19%
#298 of 300 Bottom 1.0% in 1B-3B tier
297
Total Members
engagement
Value: 31,640
Peer Median: 86,516
#297 of 300 Bottom 1.3% in 1B-3B tier
296
Net Interest Margin (NIM)
profitability
Value: 1.64%
Peer Median: 3.46%
#296 of 300 Bottom 1.7% in 1B-3B tier
273
First Mortgage Concentration (%)
balance_sheet
Value: 53.98%
Peer Median: 33.59%
#273 of 300 Bottom 9.3% in 1B-3B tier
228
Return on Assets (ROA)
profitability
Value: 0.52%
Peer Median: 0.77%
#228 of 300 Bottom 24.3% in 1B-3B tier
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