SOUTHERNMOST

Charter #9105 | FL

<100M (2596 CUs) Micro
40 <100M in FL

SOUTHERNMOST has 3 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.93% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.52% below tier average
  • - Efficiency ratio 15.85% above tier (higher cost structure)

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 1,236
-1.0% YoY-0.3% QoQ
-1.4K 2,625
-2.2% YoY
69,671
+4.3% YoY
33,089
+6.1% YoY
34th in tier
Assets $15.8M
-3.6% YoY-1.6% QoQ
$-14.1M $29.9M
+1.1% YoY
$1.1B
+3.8% YoY
$547.7M
+7.8% YoY
42nd in tier
Loans $11.2M
+6.7% YoY+0.1% QoQ
$-4.6M $15.8M
-2.4% YoY
$773.4M
+7.4% YoY
$388.7M
+8.6% YoY
54th in tier
Deposits $12.5M
-4.9% YoY-2.0% QoQ
$-12.9M $25.5M
+0.4% YoY
$908.2M
+6.5% YoY
$464.6M
+9.3% YoY
42nd in tier
ROA 0.2%
-67.0% YoY-8.6% QoQ
-0.5% 0.7%
-731.4% YoY
0.6%
+15.9% YoY
0.7%
+273.4% YoY
Bottom 22.4% in tier
NIM 4.9%
+2.4% YoY-1.9% QoQ
+0.9% 3.9%
+3.8% YoY
3.6%
+6.7% YoY
3.7%
+5.0% YoY
Top 17.2% in tier
Efficiency Ratio 97.2%
+7.9% YoY+1.6% QoQ
+15.9% 81.4%
-2.4% YoY
79.0%
+0.0% YoY
79.1%
-3.3% YoY
Top 13.4% in tier
Delinquency Rate 0.3%
+60.2% YoY-23.3% QoQ
-1.2 1.5%
-2.0% YoY
0.7%
+3.1% YoY
1.2%
-0.9% YoY
33rd in tier
Loan To Share 88.9%
+12.2% YoY+2.1% QoQ
+27.6% 61.2%
-3.0% YoY
71.2%
+0.4% YoY
68.0%
-1.7% YoY
Top 12.2% in tier
AMR $19,178
+1.3% YoY-0.7% QoQ
+$5K $14,627
-2.7% YoY
$22,283
+3.7% YoY
$19,418
+1.3% YoY
Top 24.0% in tier
CD Concentration 0.5%
-86.0% YoY-83.5% QoQ
-23.9% 24.4%
+4.2% YoY
23.4%
+4.5% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
10.9%
-1.4% 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 (10 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
313
Loan-to-Share Ratio
balance_sheet
Value: 88.88%
Peer Avg: 61.23%
#313 of 2596 Top 12.0% in <100M tier
313
Loan-to-Member Ratio (LMR)
engagement
Value: $9,024
Peer Avg: $5,488
#313 of 2596 Top 12.0% in <100M tier
438
Loan Growth Rate
growth
Value: 6.72%
Peer Avg: 59.01%
#438 of 2596 Top 16.8% in <100M tier
447
Net Interest Margin (NIM)
profitability
Value: 4.86%
Peer Avg: 3.93%
#447 of 2596 Top 17.2% in <100M tier
543
Fee Income Per Member
profitability
Value: $127.55
Peer Avg: $182.96
#543 of 2596 Top 20.9% in <100M tier
620
Share Certificate Concentration (%)
balance_sheet
Value: 0.48%
Peer Avg: 15.37%
#620 of 2596 Top 23.8% in <100M tier
623
Average Member Relationship (AMR)
engagement
Value: $19,178
Peer Avg: $14,627
#623 of 2596 Top 24.0% in <100M tier
649
Net Worth Ratio
risk
Value: 19.04%
Peer Avg: 16.43%
#649 of 2596 Top 25.0% in <100M tier

Top Weaknesses (4 metrics)

2248
Efficiency Ratio
profitability
Value: 97.24%
Peer Avg: 81.39%
#2248 of 2596 Bottom 13.4% in <100M tier
2138
Deposit Growth Rate
growth
Value: -4.92%
Peer Avg: 16.80%
#2138 of 2596 Bottom 17.7% in <100M tier
2103
Asset Growth Rate
growth
Value: -3.63%
Peer Avg: 1.82%
#2103 of 2596 Bottom 19.0% in <100M tier
2014
Return on Assets (ROA)
profitability
Value: 0.16%
Peer Avg: 0.68%
#2014 of 2596 Bottom 22.5% in <100M tier