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GROW FINANCIAL

Charter #9976 · FL

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 7 in FL
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GROW FINANCIAL has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.43% above tier average
  • + Total Members: Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 28.0% in tier
  • - Liquidity Strain: Bottom 37.9% in tier
  • - Credit Risk Growth: Bottom 58.9% in tier
  • - Indirect Auto Dependency: Bottom 65.1% in tier
  • - Shrinking Wallet Share: Bottom 84.1% in tier
  • - ROA 0.20% below tier average
  • - Indirect Auto Concentration (%): Bottom 5.2% in tier
  • - Average Member Relationship (AMR): Bottom 6.5% 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 77 credit unions with $3B-$5B in assets nationally, and 1 of 7 that size in Florida.
  • Shares and deposits +2.0% year over year ($3.21B in shares and deposits).
  • Membership: 301,785 members, +4.5% vs a year ago.
  • Delinquency rate 0.60%.
  • Return on assets 0.73%.
  • Efficiency ratio 67.38% vs a 69.45% peer average.
  • Loan-to-share ratio 92.46% vs a 90.24% 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 (FL) National Avg Tier Percentile
Members 301,785
+4.5% YoY+1.3% QoQ
+85.2K 216,545
-9.5% YoY
74,629
+8.2% YoY
34,678
+6.6% YoY
Top 10.4% in tier
Assets $3.9B
+3.6% YoY-0.7% QoQ
+$14.1M $3.9B
-1.6% YoY
$1.2B
+11.8% YoY
$593.1M
+10.2% YoY
47%
Loans $3.0B
+4.4% YoY+1.6% QoQ
+$39.9M $2.9B
-1.2% YoY
$865.0M
+13.2% YoY
$418.6M
+10.1% YoY
53%
Deposits $3.2B
+2.0% YoY-0.2% QoQ
$-43.9M $3.3B
-2.6% YoY
$1.0B
+12.3% YoY
$504.8M
+10.3% YoY
44%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
-39.7% YoY+91.9% QoQ
-0.2% 0.9%
+25.3% YoY
0.7%
+7.2% YoY
1.2%
+121.4% YoY
32%
NIM 3.7%
+4.9% YoY+2.2% QoQ
+0.4% 3.2%
+3.8% YoY
3.6%
+3.4% YoY
3.8%
+2.3% YoY
75%
Efficiency Ratio 67.4%
+3.6% YoY-6.0% QoQ
-2.1% 69.5%
-2.3% YoY
79.7%
+3.1% YoY
83.0%
-5.3% YoY
44%
Delinquency Rate 0.6%
+29.3% YoY+64.2% QoQ
-0.2 0.8%
+5.5% YoY
0.7%
+5.6% YoY
1.3%
+2.6% YoY
43%
Loan To Share 92.5%
+2.4% YoY+1.8% QoQ
+2.2% 90.2%
+0.9% YoY
70.8%
+0.7% YoY
66.4%
-1.4% YoY
46%
AMR $20,493
-1.3% YoY-0.7% QoQ
$-11K $31,018
+6.9% YoY
$23,115
+4.1% YoY
$20,028
-0.9% YoY
Bottom 5.2% in tier
CD Concentration 25.9%
+6.8% YoY+2.4% QoQ
-3.1% 29.1% 24.7% 20.0% 38%
Indirect Auto % 48.4%
-4.0% YoY+0.2% QoQ
+30.3% 18.1% 10.8% 7.7% Bottom 4.5% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Indirect Auto Dependency

risk
#76 of 193 • Bottom 65.1% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 3.58%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 48.40%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 4.45%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY

Credit Quality Pressure

risk
#104 of 215 • Bottom 28.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.14% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | Rank improving

Credit Risk Growth

risk
#109 of 170 • Bottom 58.9% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 4.40%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.14% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | Rank worsening

Liquidity Strain

risk
#142 of 168 • Bottom 37.9% in tier

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

Why This Signature
Loan-to-Share Ratio: 92.46%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 4.40%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#60 of 69 • Bottom 84.1% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -1.26%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 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 77 peers in tier

Top Strengths (3 metrics)

8
Total Members
engagement
Value: 301,785
Peer Median: 211,695
#8 of 77 Top 9.1% in 3B-5B tier
16
Members Per Employee (MPE)
engagement
Value: 475.252
Peer Median: 390.144
#16 of 77 Top 19.5% in 3B-5B tier
19
Net Interest Margin (NIM)
profitability
Value: 3.67%
Peer Median: 3.28%
#19 of 77 Top 23.4% in 3B-5B tier

Top Weaknesses (6 metrics)

74
Indirect Auto Concentration (%)
balance_sheet
Value: 48.40%
Peer Median: 18.00%
#74 of 77 Bottom 5.2% in 3B-5B tier
73
Average Member Relationship (AMR)
engagement
Value: $20,493
Peer Median: $28,880
#73 of 77 Bottom 6.5% in 3B-5B tier
71
Loan-to-Member Ratio (LMR)
engagement
Value: $9,845
Peer Median: $13,282
#71 of 77 Bottom 9.1% in 3B-5B tier
64
AMR Growth Rate
growth
Value: -1.26%
Peer Median: 3.17%
#64 of 77 Bottom 18.2% in 3B-5B tier
64
Net Charge-Off Rate
risk
Value: 0.98%
Peer Median: 0.47%
#64 of 77 Bottom 18.2% in 3B-5B tier
61
Deposit Growth Rate
growth
Value: 2.00%
Peer Median: 5.62%
#61 of 77 Bottom 22.1% in 3B-5B tier
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