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PHILADELPHIA

Charter #7238 · PA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 9 in PA
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PHILADELPHIA has 3 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 12.9% in tier
  • + Organic Growth Engine: Top 63.2% in tier
  • + Organic Growth Leader: Top 63.2% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.17% below tier average
  • - Delinquency rate 0.13% above tier average

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 9 that size in Pennsylvania.
  • Shares and deposits +9.7% year over year ($1.78B in shares and deposits).
  • Membership: 121,972 members, +1.0% vs a year ago.
  • Delinquency rate 0.99%.
  • Return on assets 0.65%.
  • Efficiency ratio 71.17% vs a 73.02% peer average.
  • Loan-to-share ratio 71.65% 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 (PA) National Avg Tier Percentile
Members 121,972
+1.0% YoY-0.1% QoQ
+25.1K 96,861
-1.9% YoY
18,280
+5.8% YoY
34,678
+6.6% YoY
75%
Assets $2.0B
+9.9% YoY+1.6% QoQ
+$312.9M $1.7B
+0.4% YoY
$308.6M
+9.9% YoY
$593.1M
+10.2% YoY
68%
Loans $1.3B
+9.9% YoY+3.5% QoQ
+$44.5M $1.2B
+0.7% YoY
$207.1M
+9.1% YoY
$418.6M
+10.1% YoY
63%
Deposits $1.8B
+9.7% YoY+1.6% QoQ
+$321.3M $1.5B
+0.5% YoY
$264.2M
+9.3% YoY
$504.8M
+10.3% YoY
72%

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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 0.6%
-1.5% YoY+16.4% QoQ
-0.2% 0.8%
+27.6% YoY
1.0%
+23.3% YoY
1.2%
+121.4% YoY
38%
NIM 2.9%
+9.2% YoY-0.4% QoQ
-0.5% 3.4%
+6.6% YoY
3.5%
+2.1% YoY
3.8%
+2.3% YoY
18%
Efficiency Ratio 71.2%
-1.5% YoY-3.4% QoQ
-1.8% 73.0%
-2.7% YoY
76.6%
-2.6% YoY
83.0%
-5.3% YoY
40%
Delinquency Rate 1.0%
-8.9% YoY+16.3% QoQ
+0.1 0.9%
+7.3% YoY
1.2%
-8.4% YoY
1.3%
+2.6% YoY
71%
Loan To Share 71.7%
+0.2% YoY+1.9% QoQ
-13.1% 84.7%
+0.1% YoY
53.4%
-2.0% YoY
66.4%
-1.4% YoY
16%
AMR $25,115
+8.7% YoY+2.5% QoQ
$-4K $29,575
+1.5% YoY
$16,967
+3.7% YoY
$20,028
-0.9% YoY
31%
CD Concentration 25.2%
+6.5% YoY+7.1% QoQ
-3.9% 29.1% 15.6% 20.0% 32%
Indirect Auto % 0.9%
-15.9% YoY-10.0% QoQ
-17.2% 18.1% 8.4% 7.7% 17%

Signature Analysis

Strengths (3)

Wallet Share Momentum

growth
#48 of 125 • Top 12.9% in tier

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

Why This Signature
AMR Growth (YoY): 8.71%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank worsening

Organic Growth Engine

growth
#100 of 113 • Top 63.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 0.97%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.65%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.88%
(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 | Rank improving

Organic Growth Leader

growth
#102 of 112 • Top 63.2% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 0.97%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 0.88%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank improving

Concerns (0)

No concerns identified

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 (6 metrics)

42
AMR Growth Rate
growth
Value: 8.71%
Peer Median: 3.19%
#42 of 300 Top 13.7% in 1B-3B tier
50
Asset Growth Rate
growth
Value: 9.91%
Peer Median: 5.21%
#50 of 300 Top 16.3% in 1B-3B tier
54
Deposit Growth Rate
growth
Value: 9.67%
Peer Median: 4.79%
#54 of 300 Top 17.7% in 1B-3B tier
56
Indirect Auto Concentration (%)
balance_sheet
Value: 0.88%
Peer Median: 14.26%
#56 of 300 Top 18.3% in 1B-3B tier
74
Members Per Employee (MPE)
engagement
Value: 402.548
Peer Median: 346.173
#74 of 300 Top 24.3% in 1B-3B tier
75
Total Members
engagement
Value: 121,972
Peer Median: 86,516
#75 of 300 Top 24.7% in 1B-3B tier

Top Weaknesses (3 metrics)

252
Loan-to-Share Ratio
balance_sheet
Value: 71.65%
Peer Median: 87.07%
#252 of 300 Bottom 16.3% in 1B-3B tier
247
Net Interest Margin (NIM)
profitability
Value: 2.95%
Peer Median: 3.46%
#247 of 300 Bottom 18.0% in 1B-3B tier
239
Loan-to-Member Ratio (LMR)
engagement
Value: $10,484
Peer Median: $12,809
#239 of 300 Bottom 20.7% in 1B-3B tier
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