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FIRST ATLANTIC

Charter #82 · NJ

100M-500M
1024 CUs in 100M-500M nationally 24 in NJ

FIRST ATLANTIC has 4 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.89% above tier average
  • + AMR Growth Rate: Top 0.4% in tier
  • + Efficiency Ratio: Top 7.1% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Member decline: -21.7% YoY
  • - Member Growth Rate: Bottom 0.4% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 24 that size in New Jersey.
  • Shares and deposits +6.6% year over year ($280M in shares and deposits).
  • Membership: 18,512 members, -21.7% vs a year ago.
  • Delinquency rate 0.79%.
  • Return on assets 1.75%.
  • Efficiency ratio 58.54% vs a 76.73% peer average.
  • Loan-to-share ratio 70.63% vs a 71.54% 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 (NJ) National Avg Tier Percentile
Members 18,512
-21.7% YoY-7.5% QoQ
+3.3K 15,168
-2.6% YoY
7,520
+5.0% YoY
34,678
+6.6% YoY
72%
Assets $332.2M
+7.5% YoY+0.1% QoQ
+$100.2M $232.0M
+0.7% YoY
$121.5M
+6.2% YoY
$593.1M
+10.2% YoY
79%
Loans $197.8M
-3.5% YoY+0.0% QoQ
+$51.5M $146.3M
+0.2% YoY
$76.8M
+8.6% YoY
$418.6M
+10.1% YoY
74%
Deposits $280.1M
+6.6% YoY-0.8% QoQ
+$79.4M $200.7M
+0.2% YoY
$104.3M
+6.9% YoY
$504.8M
+10.3% YoY
78%

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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 1.7%
+27.3% YoY+8.5% QoQ
+0.9% 0.9%
+12.5% YoY
0.9%
+81.6% YoY
1.2%
+121.4% YoY
Top 6.9% in tier
NIM 3.6%
-9.7% YoY+2.4% QoQ
+0.0% 3.7%
+4.5% YoY
3.9%
+3.8% YoY
3.8%
+2.3% YoY
48%
Efficiency Ratio 58.5%
-0.3% YoY-3.6% QoQ
-18.2% 76.7%
-0.8% YoY
85.3%
-2.0% YoY
83.0%
-5.3% YoY
Top 7.1% in tier
Delinquency Rate 0.8%
-34.8% YoY-19.4% QoQ
-0.1 0.9%
+6.6% YoY
2.2%
+22.2% YoY
1.3%
+2.6% YoY
56%
Loan To Share 70.6%
-9.5% YoY+0.9% QoQ
-0.9% 71.5%
-0.3% YoY
52.7%
+0.2% YoY
66.4%
-1.4% YoY
45%
AMR $25,814
+30.5% YoY+7.6% QoQ
+$707 $25,107
+3.2% YoY
$16,658
-5.0% YoY
$20,028
-0.9% YoY
64%
CD Concentration 10.2%
+10.3% YoY-5.5% QoQ
-14.3% 24.6% 14.8% 20.0% 50%
Indirect Auto % 17.0%
-33.7% YoY-11.3% QoQ
+3.3% 13.6% 1.1% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#7 of 483 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 30.45%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (4)

Membership Headwinds

decline
#4 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -21.68%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Stagnation Risk

risk
#30 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -21.68%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.49%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.79%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Institutional Decline

decline
#21 of 230 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $332.19M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -21.68%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.49%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#180 of 476 • Bottom 50.0% in tier

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

Why This Signature
Asset Growth (YoY): 7.54%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 16.97%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -21.68%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 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 1024 peers in tier

Top Strengths (9 metrics)

5
AMR Growth Rate
growth
Value: 30.45%
Peer Median: 3.53%
#5 of 1024 Top 0.4% in 100M-500M tier
71
Return on Assets (ROA)
profitability
Value: 1.75%
Peer Median: 0.75%
#71 of 1024 Top 6.8% in 100M-500M tier
74
Efficiency Ratio
profitability
Value: 58.54%
Peer Median: 77.26%
#74 of 1024 Top 7.1% in 100M-500M tier
107
Share Certificate Concentration (%)
balance_sheet
Value: 10.21%
Peer Median: 23.39%
#107 of 1024 Top 10.4% in 100M-500M tier
206
Asset Growth Rate
growth
Value: 7.54%
Peer Median: 4.12%
#206 of 1024 Top 20.0% in 100M-500M tier
211
Members Per Employee (MPE)
engagement
Value: 393.872
Peer Median: 310.924
#211 of 1024 Top 20.5% in 100M-500M tier
217
Total Assets
balance_sheet
Value: $332.19M
Peer Median: $196.38M
#217 of 1024 Top 21.1% in 100M-500M tier
230
Total Deposits
balance_sheet
Value: $280.06M
Peer Median: $170.77M
#230 of 1024 Top 22.4% in 100M-500M tier
246
Deposit Growth Rate
growth
Value: 6.59%
Peer Median: 3.58%
#246 of 1024 Top 23.9% in 100M-500M tier

Top Weaknesses (3 metrics)

1021
Member Growth Rate
growth
Value: -21.68%
Peer Median: -0.03%
#1021 of 1024 Bottom 0.4% in 100M-500M tier
877
Loan Growth Rate
growth
Value: -3.49%
Peer Median: 3.02%
#877 of 1024 Bottom 14.5% in 100M-500M tier
847
Fee Income Per Member
profitability
Value: $103.97
Peer Median: $159.88
#847 of 1024 Bottom 17.4% in 100M-500M tier
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