UNION

Charter #7301 | LA

<100M (2596 CUs) Micro
108 <100M in LA

UNION has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Members Per Employee (MPE): Top 9.2% in tier
  • + Net Charge-Off Rate: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - ROA 4.05% below tier average
  • - Efficiency ratio 134.31% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 1.2% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 2.1% in tier
  • - Total Loans: Bottom 3.5% in tier
  • - Total Assets: Bottom 3.8% in tier
  • - Total Deposits: Bottom 3.8% in tier
  • - Net Interest Margin (NIM): Bottom 9.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (LA) National Avg Tier Percentile
Members 571
+0.5% YoY+0.5% QoQ
-2.1K 2,625
-2.2% YoY
9,352
+2.6% YoY
33,089
+6.1% YoY
Bottom 15.5% in tier
Assets $599,424
-2.6% YoY+0.5% QoQ
$-29.3M $29.9M
+1.1% YoY
$121.4M
+4.9% YoY
$547.7M
+7.8% YoY
Bottom 3.7% in tier
Loans $143,816
-4.1% YoY+2.6% QoQ
$-15.6M $15.8M
-2.4% YoY
$86.9M
+5.1% YoY
$388.7M
+8.6% YoY
Bottom 3.5% in tier
Deposits $443,906
+0.7% YoY+1.3% QoQ
$-25.0M $25.5M
+0.4% YoY
$103.9M
+6.5% YoY
$464.6M
+9.3% YoY
Bottom 3.7% in tier
ROA -3.4%
+5.9% YoY-13.5% QoQ
-4.1% 0.7%
-731.4% YoY
0.5%
+1.1% YoY
0.7%
+273.4% YoY
Bottom 1.7% in tier
NIM 2.7%
-4.8% YoY+15.4% QoQ
-1.3% 3.9%
+3.8% YoY
4.3%
+3.2% YoY
3.7%
+5.0% YoY
Bottom 9.9% in tier
Efficiency Ratio 215.7%
+6.0% YoY-16.0% QoQ
+134.3% 81.4%
-2.4% YoY
82.9%
-3.6% YoY
79.1%
-3.3% YoY
Top 1.0% in tier
Delinquency Rate 0.0% -1.5 1.5%
-2.0% YoY
1.8%
-12.2% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 32.4%
-4.8% YoY+1.3% QoQ
-28.8% 61.2%
-3.0% YoY
70.9%
-2.6% YoY
68.0%
-1.7% YoY
Bottom 11.9% in tier
AMR $1,029
-1.0% YoY+1.1% QoQ
$-14K $14,627
-2.7% YoY
$13,297
+2.9% YoY
$19,418
+1.3% YoY
Bottom 1.2% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
15.0%
+9.1% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
5.3%
+10.6% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

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 2596 peers in tier

Top Strengths (7 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Avg: 1.51%
#1 of 2596 Top 0.0% in <100M tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
241
Members Per Employee (MPE)
engagement
Value: 571.000
Peer Avg: 365.701
#241 of 2596 Top 9.2% in <100M tier
246
Net Charge-Off Rate
risk
Value: 0.00%
Peer Avg: 0.57%
#246 of 2596 Top 9.4% in <100M tier
297
Net Worth Ratio
risk
Value: 24.66%
Peer Avg: 16.43%
#297 of 2596 Top 11.4% in <100M tier

Top Weaknesses (12 metrics)

2570
Efficiency Ratio
profitability
Value: 215.70%
Peer Avg: 81.39%
#2570 of 2596 Bottom 1.0% in <100M tier
2566
Average Member Relationship (AMR)
engagement
Value: $1,029
Peer Avg: $14,627
#2566 of 2596 Bottom 1.2% in <100M tier
2551
Return on Assets (ROA)
profitability
Value: -3.37%
Peer Avg: 0.68%
#2551 of 2596 Bottom 1.8% in <100M tier
2542
Loan-to-Member Ratio (LMR)
engagement
Value: $251.87
Peer Avg: $5,488
#2542 of 2596 Bottom 2.1% in <100M tier
2505
Total Loans
balance_sheet
Value: $143,816
Peer Avg: $15.77M
#2505 of 2596 Bottom 3.5% in <100M tier
2499
Total Assets
balance_sheet
Value: $599,424
Peer Avg: $29.86M
#2499 of 2596 Bottom 3.8% in <100M tier
2499
Total Deposits
balance_sheet
Value: $443,906
Peer Avg: $25.45M
#2499 of 2596 Bottom 3.8% in <100M tier
2339
Net Interest Margin (NIM)
profitability
Value: 2.65%
Peer Avg: 3.93%
#2339 of 2596 Bottom 9.9% in <100M tier
2307
Fee Income Per Member
profitability
Value: $2.71
Peer Avg: $182.96
#2307 of 2596 Bottom 11.2% in <100M tier
2282
Loan-to-Share Ratio
balance_sheet
Value: 32.40%
Peer Avg: 61.23%
#2282 of 2596 Bottom 12.1% in <100M tier