BlastPoint's Credit Union Scorecard

FORT FINANCIAL

Charter #5431 · IN

1069 CUs in 100M-500M nationally 19 in IN

FORT FINANCIAL has 6 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 21.1% in tier
  • + ROA 0.36% above tier average
  • + Net Interest Margin 0.79% above tier average
  • + Total Loans: Top 7.2% in tier
  • + Fee Income Per Member: Top 7.6% in tier
  • + AMR Growth Rate: Top 8.0% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 52.4% in tier
  • - Liquidity Strain: Bottom 81.5% in tier
  • - Stagnation Risk: Bottom 87.2% in tier
  • - Efficiency Drag: Bottom 94.4% in tier
  • - Efficiency ratio 3.49% above tier (higher cost structure)
  • - Member decline: -2.6% YoY

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 23,589
-2.6% YoY-1.5% QoQ
+8.2K 15,437
-2.9% YoY
22,624
+3.2% YoY
33,374
+5.7% YoY
Top 15.0% in tier
Assets $371.1M
+8.3% YoY+2.3% QoQ
+$139.3M $231.9M
+1.3% YoY
$390.3M
+10.1% YoY
$561.6M
+9.7% YoY
85%
Loans $293.2M
+9.3% YoY+3.1% QoQ
+$145.8M $147.3M
-0.1% YoY
$281.2M
+8.6% YoY
$397.0M
+8.8% YoY
Top 7.3% in tier
Deposits $324.7M
+7.8% YoY+2.1% QoQ
+$123.9M $200.8M
+0.8% YoY
$327.7M
+9.9% YoY
$477.3M
+9.7% YoY
Top 14.2% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.1%
+59.7% YoY+1.9% QoQ
+0.4% 0.8%
+18.2% YoY
0.9%
+52.7% YoY
0.7%
+15.9% YoY
76%
NIM 4.4%
-3.4% YoY-1.5% QoQ
+0.8% 3.6%
+6.7% YoY
3.9%
+8.6% YoY
3.8%
+5.1% YoY
Top 12.3% in tier
Efficiency Ratio 80.5%
+4.8% YoY+0.9% QoQ
+3.5% 77.0%
-3.1% YoY
78.1%
-3.9% YoY
79.7%
-3.3% YoY
61%
Delinquency Rate 0.3%
-58.6% YoY-24.7% QoQ
-0.5 0.9%
+4.2% YoY
1.3%
+9.0% YoY
1.3%
-2.1% YoY
19%
Loan To Share 90.3%
+1.4% YoY+1.0% QoQ
+18.1% 72.2%
-1.1% YoY
69.9%
+0.6% YoY
67.4%
-1.7% YoY
Top 13.6% in tier
AMR $26,192
+11.4% YoY+4.1% QoQ
+$2K $24,676
+3.4% YoY
$18,520
+5.2% YoY
$19,687
+2.0% YoY
68%
CD Concentration 25.9%
+30.1% YoY+8.1% QoQ
+1.5% 24.4% 19.3% 19.8% 50%
Indirect Auto % 10.7%
-38.0% YoY-13.6% QoQ
-3.1% 13.8% 10.7% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#109 of 513 • Top 21.1% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 11.41%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | New qualifier

Concerns (4)

Membership Headwinds

decline
#291 of 554 • Bottom 52.4% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -2.61%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Liquidity Strain

risk
#186 of 228 • Bottom 81.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.30%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 9.31%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
228 of 1069 Mid-Small & Community CUs have this signature | 439 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Stagnation Risk

risk
#483 of 554 • Bottom 87.2% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -2.61%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 9.31%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 0.34%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Efficiency Drag

risk
#508 of 538 • Bottom 94.4% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 80.51%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): 0.42% points
(Tier: 0.11% points, National: 0.02% points)
but better than tier avg
Member Growth (YoY): -2.61%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 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 1069 peers in tier

Top Strengths (14 metrics)

78
Total Loans
balance_sheet
Value: $293.17M
Peer Median: -
#78 of 1069 Top 7.2% in 100M-500M tier
82
Fee Income Per Member
profitability
Value: $278.66
Peer Median: -
#82 of 1069 Top 7.6% in 100M-500M tier
87
AMR Growth Rate
growth
Value: 11.41%
Peer Median: -
#87 of 1069 Top 8.0% in 100M-500M tier
131
Net Interest Margin (NIM)
profitability
Value: 4.39%
Peer Median: -
#131 of 1069 Top 12.2% in 100M-500M tier
145
Loan-to-Share Ratio
balance_sheet
Value: 90.30%
Peer Median: -
#145 of 1069 Top 13.5% in 100M-500M tier
152
Total Deposits
balance_sheet
Value: $324.68M
Peer Median: -
#152 of 1069 Top 14.1% in 100M-500M tier
160
Total Members
engagement
Value: 23,589
Peer Median: -
#160 of 1069 Top 14.9% in 100M-500M tier
161
Total Assets
balance_sheet
Value: $371.14M
Peer Median: -
#161 of 1069 Top 15.0% in 100M-500M tier
202
Loan Growth Rate
growth
Value: 9.31%
Peer Median: -
#202 of 1069 Top 18.8% in 100M-500M tier
207
Total Delinquency Rate (60+ days)
risk
Value: 0.34%
Peer Median: -
#207 of 1069 Top 19.3% in 100M-500M tier

Top Weaknesses (2 metrics)

860
Members Per Employee (MPE)
engagement
Value: 250.947
Peer Median: -
#860 of 1069 Bottom 19.6% in 100M-500M tier
829
Member Growth Rate
growth
Value: -2.61%
Peer Median: -
#829 of 1069 Bottom 22.5% in 100M-500M tier
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