US Credit Union Peer Analysis

Performance Analysis

• Sustainability Growth Model
• Performance Ratios
• Performance Ratios - CU vs CU
• RoE Analysis
• Credit Union Data

Asset Growth

• Asset Growth
• Member Deposits Growth

Earnings

• Income Statement (RoA Analysis)
• Product Mix
• Interest Rates

Expenses & Productivity

• Expense Analysis
• Productivity

Asset Quality

• Leading Indicators
• Lagging Indicators

Asset / Liability Management

• Assets Analysis
• Liabilities Analysis

Capital Adequacy

• Capital Adequacy Trends

'What If' Strategic Planning

• Sustainability Modelling
• Merger Analysis

Financial Statements

• Balance Sheet
• Asset Composition
• Source of Funds
• Income Statement

Board Packs

• Quarterly Board Pack
• Quarterly Industry Analysis