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CARIBE

Charter #7345 · PR

Community 750M-1B
111 CUs in 750M-1B nationally 1 in PR
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CARIBE has 6 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 28.2% in tier
  • + Organic Growth Leader: Top 28.2% in tier
  • + ROA 2.72% above tier average
  • + Net Interest Margin 1.85% above tier average
  • + Efficiency Ratio: Top 0.9% in tier
  • + First Mortgage Concentration (%): Top 1.8% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 84.4% in tier
  • - Fee Income Per Member: Bottom 0.9% in tier
  • - Net Charge-Off Rate: Bottom 5.4% in tier
  • - AMR Growth Rate: Bottom 9.9% in tier
  • - Share Certificate Concentration (%): Bottom 9.9% 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 111 credit unions with $750M-$1B in assets nationally, and 1 of 1 that size in Puerto Rico.
  • Shares and deposits +3.3% year over year ($691M in shares and deposits).
  • Membership: 64,987 members, +2.1% vs a year ago.
  • Delinquency rate 0.49%.
  • Return on assets 3.56%.
  • Efficiency ratio 41.22% vs a 74.54% peer average.
  • Loan-to-share ratio 88.08% vs a 82.60% 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 (PR) National Avg Tier Percentile
Members 64,987
+2.1% YoY+1.6% QoQ
+12.5K 52,482
+1.3% YoY
27,483
+0.8% YoY
34,678
+6.6% YoY
80%
Assets $799.9M
+6.0% YoY+1.3% QoQ
$-64.1M $863.9M
+0.5% YoY
$326.7M
+5.8% YoY
$593.1M
+10.2% YoY
20%
Loans $608.9M
-0.8% YoY-0.1% QoQ
+$1.1M $607.8M
+2.1% YoY
$244.1M
+3.8% YoY
$418.6M
+10.1% YoY
43%
Deposits $691.3M
+3.3% YoY+0.5% QoQ
$-48.6M $739.9M
+0.2% YoY
$285.3M
+3.8% YoY
$504.8M
+10.3% YoY
24%

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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 3.6%
+342.8% YoY-0.1% QoQ
+2.7% 0.8%
+30.4% YoY
1.4%
+80.8% YoY
1.2%
+121.4% YoY
Top 0.9% in tier
NIM 5.4%
-1.7% YoY-0.2% QoQ
+1.8% 3.5%
+6.2% YoY
4.9%
-0.3% YoY
3.8%
+2.3% YoY
Top 1.8% in tier
Efficiency Ratio 41.2%
+1.5% YoY+2.5% QoQ
-33.3% 74.5%
-1.4% YoY
61.1%
+3.2% YoY
83.0%
-5.3% YoY
Top 0.9% in tier
Delinquency Rate 0.5%
-17.1% YoY+41.8% QoQ
-0.3 0.8%
+1.0% YoY
0.5%
-16.7% YoY
1.3%
+2.6% YoY
32%
Loan To Share 88.1%
-3.9% YoY-0.6% QoQ
+5.5% 82.6%
+1.9% YoY
79.4%
-3.8% YoY
66.4%
-1.4% YoY
57%
AMR $20,007
-0.7% YoY-1.4% QoQ
$-9K $28,702
+0.4% YoY
$15,733
+4.2% YoY
$20,028
-0.9% YoY
Bottom 13.5% in tier
CD Concentration 39.8%
+9.8% YoY+4.8% QoQ
+15.3% 24.6% 28.3% 20.0% Top 7.9% in tier
Indirect Auto % 0.0% -13.6% 13.6% 0.0% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#57 of 344 • Top 28.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.13%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 3.56%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Organic Growth Leader

growth
#198 of 342 • Top 28.2% in tier

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

Why This Signature
Member Growth (YoY): 2.13%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
485 nationally
↓ Shrinking -91 CUs YoY | Rank worsening

Concerns (1)

Shrinking Wallet Share

decline
#202 of 223 • Bottom 84.4% in tier

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

Why This Signature
AMR Growth (YoY): -0.74%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | Rank worsening

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 111 peers in tier

Top Strengths (7 metrics)

1
Return on Assets (ROA)
profitability
Value: 3.56%
Peer Median: 0.81%
#1 of 111 Top 0.1% in 750M-1B tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.99%
#1 of 111 Top 0.1% in 750M-1B tier
2
Net Interest Margin (NIM)
profitability
Value: 5.36%
Peer Median: 3.51%
#2 of 111 Top 0.9% in 750M-1B tier
2
Efficiency Ratio
profitability
Value: 41.22%
Peer Median: 75.82%
#2 of 111 Top 0.9% in 750M-1B tier
3
First Mortgage Concentration (%)
balance_sheet
Value: 6.75%
Peer Median: 33.51%
#3 of 111 Top 1.8% in 750M-1B tier
22
Total Members
engagement
Value: 64,987
Peer Median: 52,842
#22 of 111 Top 18.9% in 750M-1B tier
28
Members Per Employee (MPE)
engagement
Value: 375.647
Peer Median: 322.694
#28 of 111 Top 24.3% in 750M-1B tier

Top Weaknesses (8 metrics)

111
Fee Income Per Member
profitability
Value: $21.54
Peer Median: $197.29
#111 of 111 Bottom 0.9% in 750M-1B tier
106
Net Charge-Off Rate
risk
Value: 1.44%
Peer Median: 0.47%
#106 of 111 Bottom 5.4% in 750M-1B tier
101
AMR Growth Rate
growth
Value: -0.74%
Peer Median: 4.04%
#101 of 111 Bottom 9.9% in 750M-1B tier
101
Share Certificate Concentration (%)
balance_sheet
Value: 39.84%
Peer Median: 27.05%
#101 of 111 Bottom 9.9% in 750M-1B tier
96
Average Member Relationship (AMR)
engagement
Value: $20,007
Peer Median: $26,161
#96 of 111 Bottom 14.4% in 750M-1B tier
89
Total Assets
balance_sheet
Value: $799.90M
Peer Median: $860.94M
#89 of 111 Bottom 20.7% in 750M-1B tier
86
Loan-to-Member Ratio (LMR)
engagement
Value: $9,370
Peer Median: $11,611
#86 of 111 Bottom 23.4% in 750M-1B tier
85
Loan Growth Rate
growth
Value: -0.75%
Peer Median: 3.68%
#85 of 111 Bottom 24.3% in 750M-1B tier
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