BlastPoint's Credit Union Scorecard

FINANCIAL TRUST

Charter #6870 · NY

1069 CUs in 100M-500M nationally 54 in NY

FINANCIAL TRUST has 5 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 54.9% in tier
  • + ROA 0.83% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Efficiency Ratio: Top 6.6% in tier
  • + Members Per Employee (MPE): Top 8.5% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 53.3% in tier
  • - Credit Risk Growth: Bottom 80.4% in tier
  • - Credit Quality Pressure: Bottom 94.5% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 13,650
-0.4% YoY-0.6% QoQ
-1.8K 15,437
-2.9% YoY
26,134
+5.1% YoY
33,374
+5.7% YoY
51%
Assets $190.7M
+7.6% YoY+1.9% QoQ
$-41.2M $231.9M
+1.3% YoY
$482.3M
+7.4% YoY
$561.6M
+9.7% YoY
49%
Loans $107.1M
+7.1% YoY-1.1% QoQ
$-40.3M $147.3M
-0.1% YoY
$324.6M
+7.8% YoY
$397.0M
+8.8% YoY
39%
Deposits $161.0M
+7.1% YoY+1.9% QoQ
$-39.8M $200.8M
+0.8% YoY
$411.3M
+7.7% YoY
$477.3M
+9.7% YoY
46%

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ROA 1.6%
-6.6% YoY-3.2% QoQ
+0.8% 0.8%
+18.2% YoY
0.7%
+147.7% YoY
0.7%
+15.9% YoY
Top 8.9% in tier
NIM 3.3%
-0.3% YoY-0.9% QoQ
-0.3% 3.6%
+6.7% YoY
3.6%
+4.1% YoY
3.8%
+5.1% YoY
32%
Efficiency Ratio 59.0%
+3.0% YoY+2.0% QoQ
-18.0% 77.0%
-3.1% YoY
80.7%
-3.4% YoY
79.7%
-3.3% YoY
Bottom 6.6% in tier
Delinquency Rate 0.4%
+4.5% YoY-6.5% QoQ
-0.5 0.9%
+4.2% YoY
1.6%
-19.7% YoY
1.3%
-2.1% YoY
26%
Loan To Share 66.5%
+0.0% YoY-2.9% QoQ
-5.7% 72.2%
-1.1% YoY
60.4%
-2.5% YoY
67.4%
-1.7% YoY
35%
AMR $19,636
+7.5% YoY+1.3% QoQ
$-5K $24,676
+3.4% YoY
$19,178
-21.9% YoY
$19,687
+2.0% YoY
31%
CD Concentration 18.7%
+16.3% YoY-0.4% QoQ
-5.7% 24.4% 16.3% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.6% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#282 of 513 • Top 54.9% in tier

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

Why This Signature
AMR Growth (YoY): 7.46%
(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 | Rank worsening

Concerns (3)

Margin Compression

decline
#66 of 123 • Bottom 53.3% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.59%
(Tier: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 1.70%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.11% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 CUs now) | New qualifier

Credit Risk Growth

risk
#367 of 456 • Bottom 80.4% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 7.09%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.02% points
(Tier: 0.03% points, National: 0.06% points)
but better than tier avg
456 of 1069 Mid-Small & Community CUs have this signature | 665 nationally
→ No prior data (456 CUs now) | New qualifier

Credit Quality Pressure

risk
#666 of 705 • Bottom 94.5% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.02% points
(Tier: 0.03% points, National: 0.06% points)
but better than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | Rank improving

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 (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 1069 Top 0.0% in 100M-500M tier
72
Efficiency Ratio
profitability
Value: 59.00%
Peer Median: -
#72 of 1069 Top 6.6% in 100M-500M tier
92
Members Per Employee (MPE)
engagement
Value: 470.690
Peer Median: -
#92 of 1069 Top 8.5% in 100M-500M tier
95
Return on Assets (ROA)
profitability
Value: 1.59%
Peer Median: -
#95 of 1069 Top 8.8% in 100M-500M tier
148
Net Worth Ratio
risk
Value: 15.36%
Peer Median: -
#148 of 1069 Top 13.8% in 100M-500M tier
223
AMR Growth Rate
growth
Value: 7.46%
Peer Median: -
#223 of 1069 Top 20.8% in 100M-500M tier
260
Net Charge-Off Rate
risk
Value: 0.17%
Peer Median: -
#260 of 1069 Top 24.2% in 100M-500M tier

Top Weaknesses (1 metrics)

908
Fee Income Per Member
profitability
Value: $101.99
Peer Median: -
#908 of 1069 Bottom 15.2% in 100M-500M tier
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