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Operational Research

Operational Research Resources

How can I confront operational challenges and offer more convenient, valued member service? Sometimes a better question is this: how are other credit unions running their operations and what works for them? That can tell you a lot about what might work for your credit union – and what might not. Use these reports to help you size up your performance and your offerings against your peers, as well as identify opportunities for enhanced services.

Credit Union Services Profile 2008

The Credit Union Services Profile is an annual summary of how U.S. credit unions serve members and conduct operations.

Stock # 28368

More info

Credit Union Fees Survey Report

Learn what other credit unions in your asset category and geographic region are charging for credit cards, ATM surcharges, non-sufficient funds and more.

Also available as a PDF.

Stock # 28388

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Business Services Survey Report

This report covers business lending, deposit programs, member business services, staffing, budgets, fee structures, rate indicators, and more. Gain an in-depth look at how other credit unions are operating, competing, and meeting the needs of their member business owners.

Also available as a PDF.

Stock # 27615

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Membership Benefits Report

This report shows how much money your credit union puts in your members' pockets.

Stock # mbr_benefit

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Operating Ratios & Spreads - Mid-Year 2009

Size up your credit union's performance against other U.S. credit unions. This report has critical spreads and ratios categorized by asset size, common bond and state.

Stock # 28902

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Customized Comparative Analysis Tool

During these tough times, how do you measure up? Find out using CUNA's new Web-based Customized Comparative Analysis. It allows you to compare your credit union to any credit union peer group of your choice in dozens of key performance areas.

Stock # refer003

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PCA Checkup

Trying to get a handle on Prompt Corrective Action? If so, CUNA's PCA Checkup is for you.

Stock # refer006

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Credit Union Ranking Report

This report compares your credit union with more than 9,000 credit unions in most data covered on NCUA’s 5300 call report. The 60-page report shows where your credit union ranks by asset size, state, nationally and field of membership for each call report item.

Stock # refer004

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