Coastal FCU
Cubi Executive Summary
Total Members
24,812
↑ 3.2% YTD
Loans Outstanding
$312M
↑ 7.1% YTD
Net Worth Ratio
10.4%
Well-capitalized
Delinquency Rate
0.82%
↑ 0.10pp vs prior yr
Loan Balance by Month
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Member Growth Trend
Total Members
24,812
↑ 782 YTD
Active Members
19,240
77.5% of total
New Members YTD
842
↑ 12% vs prior yr
At-Risk Members
312
↑ 18 vs last mo.
New Members by Month
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Member Age Distribution
18–25
28%
26–40
34%
41–60
24%
61+
14%
Total Loans
$312M
↑ 7.1% YTD
30+ DPD Rate
0.82%
↑ 0.10pp MoM
Avg Loan Balance
$18,400
↑ $320 YTD
Net Charge-off Rate
0.31%
Within policy
Loans by Product
Auto
Mort.
HELOC
Personal
Business
Delinquency Trend (30+ DPD)
Total Deposits
$348M
↑ 4.3% YTD
Share Certificates
$91M
↑ 11.2% YTD
Checking Accounts
$87M
↑ 1.8% YTD
Loan-to-Share
89.7%
Up from 86.2%
Deposit Mix by Product
Savings
Checking
Cert.
MMA
IRA
Deposit Growth Trend
Net Worth Ratio
10.4%
Min. 7.0% (NCUA)
Return on Assets
0.87%
↑ 0.06pp YoY
Net Interest Margin
3.14%
Stable
Efficiency Ratio
71.2%
↑ 1.4pp YoY
Capital Ratio vs. NCUA Thresholds
10.4%
Net Worth Ratio
Well-capitalized
0.87%
ROA
Above peer avg
71.2%
Efficiency Ratio
Monitor
3.14%
NIM
On target
Net Worth Ratio — 12 Months
Member Growth YTD
+3.2%
842 net new
Loan Growth YTD
+7.1%
Above target
Deposit Growth YTD
+4.3%
On target
Products/Member
2.4
↑ 0.2 vs prior yr
Product Penetration
Checking
72%
Auto Loan
38%
Mortgage
22%
Credit Card
18%
Loan + Deposit Growth YTD
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
30+ DPD Rate
0.82%
↑ Watch
60+ DPD Rate
0.31%
Within policy
ALLL Coverage
118%
↑ Adequate
NCO Rate (annlzd)
0.31%
Stable
DPD Buckets — Loan Count
Current
1–29
30–59
60–89
90+
30+ DPD Trend — 12 Months
Total Branches
18
Stable
Avg Members/Branch
1,378
↑ 42 YTD
Top Branch
Norfolk Main
$48M deposits
Originations MoM
$6.2M
↑ 8.4%
Deposits by Branch (Top 5)
Norfolk Main
$48M
Virginia Bch
$37M
Chesapeake
$31M
Suffolk
$22M
Branch Loan Originations
Norfolk
VB
Ches.
Suffolk
Other
ZIP Codes Served
148
Across 6 counties
Top ZIP (Members)
23451
Virginia Beach
Mortgage Concentration
Norfolk
38% of portfolio
LID Tracts Served
24
↑ 3 YTD
Members by County
Norfolk
8,241
Virginia Bch
6,781
Chesapeake
4,820
Suffolk
2,970
Loan Volume by County
Norfolk
VB
Ches.
Suffolk
Other
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