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CLEARPATH

Charter #9556 · CA

100M-500M
1070 CUs in 100M-500M nationally 62 in CA

CLEARPATH has 8 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 50.0% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + Loan Growth Rate: Top 1.3% in tier
  • + Loan-to-Member Ratio (LMR): Top 6.8% in tier
  • + AMR Growth Rate: Top 8.0% in tier
  • + First Mortgage Concentration (%): Top 8.7% in tier
  • + Loan-to-Share Ratio: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 50.0% in tier
  • - Liquidity Strain: Bottom 50.0% in tier
  • - ROA 1.36% below tier average
  • - Efficiency ratio 31.67% above tier (higher cost structure)
  • - Share Certificate Concentration (%): Bottom 5.7% in tier
  • - Net Interest Margin (NIM): Bottom 7.1% in tier
  • - Net Worth Ratio: Bottom 9.4% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 10,929
+2.4% YoY+1.6% QoQ
-4.2K 15,145
-2.5% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
37%
Assets $224.4M
+3.2% YoY+3.1% QoQ
$-7.3M $231.7M
+0.8% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
58%
Loans $183.1M
+30.0% YoY+1.5% QoQ
+$39.0M $144.1M
+0.2% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
72%
Deposits $200.2M
+1.2% YoY+3.8% QoQ
$-913K $201.1M
+0.4% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
59%

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Tier 1
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Performance signatures (strengths & concerns)
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ROA -0.6%
+57.4% YoY-465.2% QoQ
-1.4% 0.7%
+5.1% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
Bottom 2.1% in tier
NIM 2.7%
+11.5% YoY+2.2% QoQ
-0.9% 3.6%
+4.6% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
Bottom 7.0% in tier
Efficiency Ratio 109.7%
+14.7% YoY+22.6% QoQ
+31.7% 78.0%
-1.7% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
Bottom 1.2% in tier
Delinquency Rate 0.3%
-23.0% YoY+7.2% QoQ
-0.4 0.8%
+7.1% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
26%
Loan To Share 91.5%
+28.5% YoY-2.2% QoQ
+21.0% 70.4%
-0.4% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
Top 9.5% in tier
AMR $35,075
+10.5% YoY+1.1% QoQ
+$10K $24,918
+2.7% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
Top 10.0% in tier
CD Concentration 41.8%
+29.1% YoY+5.8% QoQ
+17.5% 24.3% 21.6% 19.8% 50%
Indirect Auto % 9.6%
+94.2% YoY+62.3% QoQ
-4.2% 13.8% 9.0% 7.7% 50%

Signature Analysis

Strengths (3)

Relationship Depth Leader

growth
#29 of 257 • Top 50.0% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 10.47%
(Tier: 3.74%, National: 6.36%)
better than tier avg
Share Draft per Member: $2.4K
(Tier: $3.0K, National: $2.1K)
but worse than tier avg
257 of 1070 Mid-Small & Community CUs have this signature | 342 nationally
↑ Growing +27 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#108 of 491 • 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): 10.47%
(Tier: 3.74%, National: 6.36%)
better than tier avg
491 of 1070 Mid-Small & Community CUs have this signature | 637 nationally
↑ Growing +107 CUs YoY | Rank worsening

Organic Growth Leader

growth
#198 of 371 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.44%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Indirect Auto %: 9.63%
(Tier: 13.80%, National: 7.73%)
better than tier avg
371 of 1070 Mid-Small & Community CUs have this signature | 518 nationally
→ No prior data (371 CUs now) | New qualifier

Concerns (2)

Efficiency Drag

risk
#65 of 596 • 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: 109.69%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -0.23% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): 2.44%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 CUs YoY | Rank worsening

Liquidity Strain

risk
#93 of 183 • Bottom 50.0% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 91.45%
(Tier: 72.31%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 30.03%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
183 of 1070 Mid-Small & Community CUs have this signature | 367 nationally
→ Stable (182→183 CUs) +1 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 1070 peers in tier

Top Strengths (7 metrics)

15
Loan Growth Rate
growth
Value: 30.03%
Peer Median: 2.93%
#15 of 1070 Top 1.3% in 100M-500M tier
74
Loan-to-Member Ratio (LMR)
engagement
Value: $16,755
Peer Median: $9,356
#74 of 1070 Top 6.8% in 100M-500M tier
87
AMR Growth Rate
growth
Value: 10.47%
Peer Median: 3.46%
#87 of 1070 Top 8.0% in 100M-500M tier
94
First Mortgage Concentration (%)
balance_sheet
Value: 7.16%
Peer Median: 29.47%
#94 of 1070 Top 8.7% in 100M-500M tier
102
Loan-to-Share Ratio
balance_sheet
Value: 91.45%
Peer Median: 71.88%
#102 of 1070 Top 9.4% in 100M-500M tier
107
Average Member Relationship (AMR)
engagement
Value: $35,075
Peer Median: $22,931
#107 of 1070 Top 9.9% in 100M-500M tier
254
Member Growth Rate
growth
Value: 2.44%
Peer Median: -0.06%
#254 of 1070 Top 23.6% in 100M-500M tier

Top Weaknesses (5 metrics)

1058
Efficiency Ratio
profitability
Value: 109.69%
Peer Median: 78.68%
#1058 of 1070 Bottom 1.2% in 100M-500M tier
1047
Return on Assets (ROA)
profitability
Value: -0.63%
Peer Median: 0.69%
#1047 of 1070 Bottom 2.2% in 100M-500M tier
1010
Share Certificate Concentration (%)
balance_sheet
Value: 41.80%
Peer Median: 23.10%
#1010 of 1070 Bottom 5.7% in 100M-500M tier
995
Net Interest Margin (NIM)
profitability
Value: 2.71%
Peer Median: 3.62%
#995 of 1070 Bottom 7.1% in 100M-500M tier
970
Net Worth Ratio
risk
Value: 8.62%
Peer Median: 11.45%
#970 of 1070 Bottom 9.4% in 100M-500M tier
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