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ELLAFI

Charter #854 · CT

100M-500M
1024 CUs in 100M-500M nationally 13 in CT

ELLAFI has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + AMR Growth Rate: Top 0.7% in tier
  • + Fee Income Per Member: Top 7.8% 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
  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.76% below tier average
  • - Efficiency ratio 16.71% above tier (higher cost structure)
  • - Member decline: -21.1% YoY
  • - Member Growth Rate: Bottom 0.5% 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 13 that size in Connecticut.
  • Shares and deposits +1.4% year over year ($161M in shares and deposits).
  • Membership: 9,818 members, -21.1% vs a year ago.
  • Delinquency rate 0.33%.
  • Return on assets 0.11%.
  • Efficiency ratio 93.45% vs a 76.73% peer average.
  • Loan-to-share ratio 69.67% 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 (CT) National Avg Tier Percentile
Members 9,818
-21.1% YoY-0.8% QoQ
-5.4K 15,168
-2.6% YoY
14,203
+5.8% YoY
34,678
+6.6% YoY
31%
Assets $178.1M
+1.5% YoY+0.2% QoQ
$-53.9M $232.0M
+0.7% YoY
$248.5M
+12.0% YoY
$593.1M
+10.2% YoY
42%
Loans $112.1M
-1.2% YoY-0.0% QoQ
$-34.1M $146.3M
+0.2% YoY
$139.3M
+11.4% YoY
$418.6M
+10.1% YoY
43%
Deposits $160.9M
+1.4% YoY-0.1% QoQ
$-39.8M $200.7M
+0.2% YoY
$217.7M
+11.5% YoY
$504.8M
+10.3% YoY
46%

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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 0.1%
-92.1% YoY-29.9% QoQ
-0.8% 0.9%
+12.5% YoY
1.1%
+193.3% YoY
1.2%
+121.4% YoY
Bottom 3.7% in tier
NIM 3.6%
+2.1% YoY+2.4% QoQ
-0.1% 3.7%
+4.5% YoY
3.6%
-1.0% YoY
3.8%
+2.3% YoY
45%
Efficiency Ratio 93.4%
+28.4% YoY-0.1% QoQ
+16.7% 76.7%
-0.8% YoY
90.9%
-27.8% YoY
83.0%
-5.3% YoY
Bottom 5.9% in tier
Delinquency Rate 0.3%
-7.5% YoY-29.5% QoQ
-0.5 0.9%
+6.6% YoY
1.4%
+21.8% YoY
1.3%
+2.6% YoY
21%
Loan To Share 69.7%
-2.6% YoY+0.0% QoQ
-1.9% 71.5%
-0.3% YoY
53.6%
-1.6% YoY
66.4%
-1.4% YoY
43%
AMR $27,813
+27.1% YoY+0.7% QoQ
+$3K $25,107
+3.2% YoY
$17,514
+4.9% YoY
$20,028
-0.9% YoY
74%
CD Concentration 24.1%
+3.4% YoY+1.0% QoQ
-0.5% 24.6% 14.9% 20.0% 50%
Indirect Auto % 9.0%
-41.8% YoY-16.4% QoQ
-4.7% 13.6% 4.3% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#11 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): 27.06%
(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
#5 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): -21.06%
(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
#114 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): -21.06%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.23%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.33%
(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 worsening

Institutional Decline

decline
#83 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: $178.11M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -21.06%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.23%
(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

Efficiency Drag

risk
#433 of 531 • Bottom 50.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 93.45%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -1.23% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -21.06%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | New qualifier

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 (3 metrics)

8
AMR Growth Rate
growth
Value: 27.06%
Peer Median: 3.53%
#8 of 1024 Top 0.7% in 100M-500M tier
81
Fee Income Per Member
profitability
Value: $270.18
Peer Median: $159.88
#81 of 1024 Top 7.8% in 100M-500M tier
219
Total Delinquency Rate (60+ days)
risk
Value: 0.33%
Peer Median: 0.71%
#219 of 1024 Top 21.3% in 100M-500M tier

Top Weaknesses (5 metrics)

1020
Member Growth Rate
growth
Value: -21.06%
Peer Median: -0.03%
#1020 of 1024 Bottom 0.5% in 100M-500M tier
1017
Net Worth Ratio
risk
Value: 7.29%
Peer Median: 11.71%
#1017 of 1024 Bottom 0.8% in 100M-500M tier
986
Return on Assets (ROA)
profitability
Value: 0.11%
Peer Median: 0.75%
#986 of 1024 Bottom 3.8% in 100M-500M tier
965
Efficiency Ratio
profitability
Value: 93.45%
Peer Median: 77.26%
#965 of 1024 Bottom 5.9% in 100M-500M tier
880
Members Per Employee (MPE)
engagement
Value: 233.762
Peer Median: 310.924
#880 of 1024 Bottom 14.2% in 100M-500M tier
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