Geographic & Regional Analysis

Urban vs rural, MSA-level risk, regional comparisons, housing turnover correlation

ODIS Analytics PlatformCONFIDENTIAL

Territories

West Coast

+1.6% DQ

10

Urban vs Suburban vs Rural — Risk Profile Comparison

TypeLoansAvg FICODelinq RateDefault RateAvg UPB
Metro (Urban)8,4506184.2%1.8%$245K
Suburban2,8006353.5%1.4%$215K
Rural (RHS)1,0095985.8%2.5%$148K
RHS/Rural Risk: Rural borrowers show 38% higher delinquency (5.8% vs 4.2%) and 39% higher default rates than metro borrowers, despite lower loan amounts. This supports targeted monitoring for RHS program concentrations.

Regional Risk Comparison — 8 U.S. Regions

Top 10 MSA-Level Risk Analysis — Metro Statistical Areas

MSAStateLoansAvg FICODelinq %Housing Turnover %
Miami-Fort LauderdaleFL6805956.8%14.2%
Houston-WoodlandsTX5206085.2%11.8%
Chicago-NapervilleIL3805985.8%9.5%
Atlanta-Sandy SpringsGA4106055.5%12.1%
Dallas-Fort WorthTX3506154.1%13.5%
Los Angeles-Long BeachCA4206124.5%8.2%
Phoenix-MesaAZ2906223.5%15.8%
San Antonio-New BraunfelsTX2106104.8%12.4%
Tampa-St PetersburgFL3205986.2%13.1%
Detroit-WarrenMI2805887.1%8.9%
Housing Turnover Correlation: Phoenix (15.8% turnover) shows low delinquency (3.5%) despite moderate FICO, suggesting high housing demand supports loan performance. Detroit (8.9% turnover) shows the inverse — low turnover + low FICO = high delinquency (7.1%).