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SUNBELT

Charter #8905 · MS

100M-500M
1024 CUs in 100M-500M nationally 10 in MS

SUNBELT has 7 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + Net Interest Margin 0.77% above tier average
  • + AMR Growth Rate: Top 2.4% in tier
  • + Total Members: Top 3.3% in tier
  • + Fee Income Per Member: Top 4.5% in tier
  • + Loan Growth Rate: Top 5.1% in tier
  • + Deposit Growth Rate: Top 8.0% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% in tier
  • - Efficiency ratio 2.18% above tier (higher cost structure)
  • - Member decline: -3.2% YoY
  • - Share Certificate Concentration (%): Bottom 7.2% in tier
  • - Net Charge-Off Rate: Bottom 8.1% 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 10 that size in Mississippi.
  • Shares and deposits +10.5% year over year ($305M in shares and deposits).
  • Membership: 34,960 members, -3.2% vs a year ago.
  • Delinquency rate 0.39%.
  • Return on assets 0.89%.
  • Efficiency ratio 78.92% vs a 76.73% peer average.
  • Loan-to-share ratio 77.88% 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 (MS) National Avg Tier Percentile
Members 34,960
-3.2% YoY-0.8% QoQ
+19.8K 15,168
-2.6% YoY
15,019
+10.4% YoY
34,678
+6.6% YoY
Top 3.4% in tier
Assets $366.4M
+9.9% YoY-1.0% QoQ
+$134.4M $232.0M
+0.7% YoY
$179.3M
+15.8% YoY
$593.1M
+10.2% YoY
84%
Loans $237.7M
+17.2% YoY+2.9% QoQ
+$91.5M $146.3M
+0.2% YoY
$118.9M
+12.9% YoY
$418.6M
+10.1% YoY
84%
Deposits $305.2M
+10.5% YoY-1.4% QoQ
+$104.5M $200.7M
+0.2% YoY
$142.7M
+16.5% YoY
$504.8M
+10.3% YoY
82%

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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 0.9%
+4.4% YoY+29.3% QoQ
+0.0% 0.9%
+12.5% YoY
6.8%
+536.0% YoY
1.2%
+121.4% YoY
58%
NIM 4.5%
-0.1% YoY+3.5% QoQ
+0.8% 3.7%
+4.5% YoY
4.4%
+0.2% YoY
3.8%
+2.3% YoY
Top 11.6% in tier
Efficiency Ratio 78.9%
+1.6% YoY-0.6% QoQ
+2.2% 76.7%
-0.8% YoY
168.1%
+110.0% YoY
83.0%
-5.3% YoY
54%
Delinquency Rate 0.4%
-7.8% YoY-21.2% QoQ
-0.5 0.9%
+6.6% YoY
2.3%
+20.5% YoY
1.3%
+2.6% YoY
26%
Loan To Share 77.9%
+6.1% YoY+4.3% QoQ
+6.3% 71.5%
-0.3% YoY
65.7%
-3.6% YoY
66.4%
-1.4% YoY
60%
AMR $15,531
+17.0% YoY+1.2% QoQ
$-10K $25,107
+3.2% YoY
$12,280
+0.8% YoY
$20,028
-0.9% YoY
Bottom 11.1% in tier
CD Concentration 41.0%
+12.4% YoY+0.4% QoQ
+16.4% 24.6% 19.9% 20.0% 50%
Indirect Auto % 3.3%
+45.7% YoY-5.0% QoQ
-10.3% 13.6% 2.4% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#34 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): 17.01%
(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 | Rank worsening

Concerns (3)

Membership Headwinds

decline
#238 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): -3.16%
(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
#463 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): -3.16%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 17.17%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.39%
(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

Liquidity Overhang

risk
#121 of 130 • Bottom 50.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 16.22%
(Tier: 12.53%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 77.88%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
130 of 1024 Mid-Small & Community CUs have this signature | 148 nationally
↑ Growing +7 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 1024 peers in tier

Top Strengths (12 metrics)

26
AMR Growth Rate
growth
Value: 17.01%
Peer Median: 3.53%
#26 of 1024 Top 2.4% in 100M-500M tier
35
Total Members
engagement
Value: 34,960
Peer Median: 13,128
#35 of 1024 Top 3.3% in 100M-500M tier
47
Fee Income Per Member
profitability
Value: $304.31
Peer Median: $159.88
#47 of 1024 Top 4.5% in 100M-500M tier
53
Loan Growth Rate
growth
Value: 17.17%
Peer Median: 3.02%
#53 of 1024 Top 5.1% in 100M-500M tier
83
Deposit Growth Rate
growth
Value: 10.47%
Peer Median: 3.58%
#83 of 1024 Top 8.0% in 100M-500M tier
108
Asset Growth Rate
growth
Value: 9.88%
Peer Median: 4.12%
#108 of 1024 Top 10.4% in 100M-500M tier
116
Net Worth Ratio
risk
Value: 16.22%
Peer Median: 11.71%
#116 of 1024 Top 11.2% in 100M-500M tier
119
Net Interest Margin (NIM)
profitability
Value: 4.46%
Peer Median: 3.67%
#119 of 1024 Top 11.5% in 100M-500M tier
161
Total Assets
balance_sheet
Value: $366.38M
Peer Median: $196.38M
#161 of 1024 Top 15.6% in 100M-500M tier
161
Total Loans
balance_sheet
Value: $237.72M
Peer Median: $124.04M
#161 of 1024 Top 15.6% in 100M-500M tier

Top Weaknesses (5 metrics)

951
Share Certificate Concentration (%)
balance_sheet
Value: 40.95%
Peer Median: 23.39%
#951 of 1024 Bottom 7.2% in 100M-500M tier
942
Net Charge-Off Rate
risk
Value: 1.07%
Peer Median: 0.34%
#942 of 1024 Bottom 8.1% in 100M-500M tier
910
Average Member Relationship (AMR)
engagement
Value: $15,531
Peer Median: $23,006
#910 of 1024 Bottom 11.2% in 100M-500M tier
830
Member Growth Rate
growth
Value: -3.16%
Peer Median: -0.03%
#830 of 1024 Bottom 19.0% in 100M-500M tier
817
Loan-to-Member Ratio (LMR)
engagement
Value: $6,800
Peer Median: $9,434
#817 of 1024 Bottom 20.3% in 100M-500M tier
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