VELMA

Charter #8962 | OK

<100M (2596 CUs) Micro
27 <100M in OK

VELMA demonstrates 5 strengths

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.54% above tier average
  • + Net Interest Margin 2.30% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Loan-to-Share Ratio: Top 1.6% in tier

Key Concerns

Areas that may need attention

No key concerns identified

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (OK) National Avg Tier Percentile
Members 708
+2.2% YoY+0.9% QoQ
-1.9K 2,625
-2.2% YoY
27,533
+2.7% YoY
33,089
+6.1% YoY
Bottom 20.0% in tier
Assets $3.0M
+2.2% YoY-0.8% QoQ
$-26.8M $29.9M
+1.1% YoY
$405.5M
+5.4% YoY
$547.7M
+7.8% YoY
Bottom 12.9% in tier
Loans $2.8M
+1.3% YoY+3.2% QoQ
$-13.0M $15.8M
-2.4% YoY
$252.8M
+1.3% YoY
$388.7M
+8.6% YoY
Bottom 22.7% in tier
Deposits $2.6M
+0.2% YoY-1.9% QoQ
$-22.9M $25.5M
+0.4% YoY
$336.4M
+4.6% YoY
$464.6M
+9.3% YoY
Bottom 13.9% in tier
ROA 2.2%
+82.3% YoY+18.2% QoQ
+1.5% 0.7%
-731.4% YoY
0.6%
+31.7% YoY
0.7%
+273.4% YoY
Top 6.0% in tier
NIM 6.2%
+13.1% YoY+2.7% QoQ
+2.3% 3.9%
+3.8% YoY
3.9%
+3.8% YoY
3.7%
+5.0% YoY
Top 3.2% in tier
Efficiency Ratio 66.7%
-16.2% YoY-6.4% QoQ
-14.7% 81.4%
-2.4% YoY
79.2%
-1.1% YoY
79.1%
-3.3% YoY
Bottom 24.4% in tier
Delinquency Rate 1.0%
-22.0% YoY-40.2% QoQ
-0.5 1.5%
-2.0% YoY
1.1%
-4.2% YoY
1.2%
-0.9% YoY
61st in tier
Loan To Share 109.4%
+1.1% YoY+5.2% QoQ
+48.2% 61.2%
-3.0% YoY
71.1%
-2.1% YoY
68.0%
-1.7% YoY
Top 1.8% in tier
AMR $7,579
-1.3% YoY-0.1% QoQ
$-7K $14,627
-2.7% YoY
$17,893
+3.6% YoY
$19,418
+1.3% YoY
Bottom 17.6% in tier
CD Concentration 13.4%
-30.9% YoY+2.5% QoQ
-11.0% 24.4%
+4.2% YoY
23.2%
+1.7% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
15.2%
-17.2% 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
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
43
Loan-to-Share Ratio
balance_sheet
Value: 109.41%
Peer Avg: 61.23%
#43 of 2596 Top 1.6% in <100M tier
84
Net Interest Margin (NIM)
profitability
Value: 6.23%
Peer Avg: 3.93%
#84 of 2596 Top 3.2% in <100M tier
157
Return on Assets (ROA)
profitability
Value: 2.22%
Peer Avg: 0.68%
#157 of 2596 Top 6.0% in <100M tier
418
Member Growth Rate
growth
Value: 2.16%
Peer Avg: 14.92%
#418 of 2596 Top 16.1% in <100M tier
635
Efficiency Ratio
profitability
Value: 66.66%
Peer Avg: 81.39%
#635 of 2596 Top 24.4% in <100M tier

Top Weaknesses (5 metrics)

2260
Total Assets
balance_sheet
Value: $3.05M
Peer Avg: $29.86M
#2260 of 2596 Bottom 13.0% in <100M tier
2236
Total Deposits
balance_sheet
Value: $2.56M
Peer Avg: $25.45M
#2236 of 2596 Bottom 13.9% in <100M tier
2140
Average Member Relationship (AMR)
engagement
Value: $7,579
Peer Avg: $14,627
#2140 of 2596 Bottom 17.6% in <100M tier
2075
Total Members
engagement
Value: 708
Peer Avg: 2,626
#2075 of 2596 Bottom 20.1% in <100M tier
2006
Total Loans
balance_sheet
Value: $2.80M
Peer Avg: $15.77M
#2006 of 2596 Bottom 22.8% in <100M tier