BlastPoint's Credit Union Scorecard

PHEPLE

Charter #7297 · PA

1069 CUs in 100M-500M nationally 61 in PA

PHEPLE has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 58.2% in tier
  • + Net Interest Margin 0.79% above tier average
  • + First Mortgage Concentration (%): Top 6.2% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 17.7% in tier
  • - Membership Headwinds: Bottom 38.0% in tier
  • - Stagnation Risk: Bottom 60.8% in tier
  • - Indirect Auto Dependency: Bottom 67.7% in tier
  • - ROA 0.48% below tier average
  • - Efficiency ratio 12.52% above tier (higher cost structure)
  • - Member decline: -3.6% YoY
  • - Average Member Relationship (AMR): Bottom 3.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (PA) National Avg Tier Percentile
Members 18,163
-3.6% YoY-4.8% QoQ
+2.7K 15,437
-2.9% YoY
17,996
+7.1% YoY
33,374
+5.7% YoY
69%
Assets $133.4M
+0.7% YoY+0.9% QoQ
$-98.5M $231.9M
+1.3% YoY
$296.9M
+12.6% YoY
$561.6M
+9.7% YoY
22%
Loans $107.7M
+5.9% YoY+0.7% QoQ
$-39.7M $147.3M
-0.1% YoY
$199.3M
+10.4% YoY
$397.0M
+8.8% YoY
40%
Deposits $122.0M
+1.1% YoY+1.3% QoQ
$-78.8M $200.8M
+0.8% YoY
$254.8M
+12.3% YoY
$477.3M
+9.7% YoY
27%

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Tier 1
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ROA 0.3%
-16.5% YoY-14.0% QoQ
-0.5% 0.8%
+18.2% YoY
0.6%
-8.3% YoY
0.7%
+15.9% YoY
17%
NIM 4.4%
+16.5% YoY+0.3% QoQ
+0.8% 3.6%
+6.7% YoY
3.5%
+3.8% YoY
3.8%
+5.1% YoY
Top 12.1% in tier
Efficiency Ratio 89.5%
+1.6% YoY+0.5% QoQ
+12.5% 77.0%
-3.1% YoY
76.7%
-2.4% YoY
79.7%
-3.3% YoY
Top 11.1% in tier
Delinquency Rate 0.7%
-4.5% YoY+5.4% QoQ
-0.1 0.9%
+4.2% YoY
1.3%
-10.1% YoY
1.3%
-2.1% YoY
53%
Loan To Share 88.2%
+4.8% YoY-0.6% QoQ
+16.0% 72.2%
-1.1% YoY
54.3%
-3.4% YoY
67.4%
-1.7% YoY
82%
AMR $12,645
+7.2% YoY+6.2% QoQ
$-12K $24,676
+3.4% YoY
$16,567
+4.7% YoY
$19,687
+2.0% YoY
Bottom 3.5% in tier
CD Concentration 20.4%
-11.3% YoY-1.3% QoQ
-4.0% 24.4% 15.5% 19.8% 50%
Indirect Auto % 27.6%
-5.3% YoY+0.4% QoQ
+13.9% 13.8% 8.1% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#299 of 513 • Top 58.2% in tier

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

Why This Signature
AMR Growth (YoY): 7.18%
(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)

Efficiency Drag

risk
#96 of 538 • Bottom 17.7% in tier

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

Why This Signature
Efficiency Ratio: 89.53%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.05% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): -3.64%
(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 | Rank worsening

Membership Headwinds

decline
#211 of 554 • Bottom 38.0% in tier

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

Why This Signature
Member Growth (YoY): -3.64%
(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

Stagnation Risk

risk
#337 of 554 • Bottom 60.8% 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): -3.64%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 5.93%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 0.75%
(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

Indirect Auto Dependency

risk
#343 of 506 • Bottom 67.7% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 0.72%
(Tier: 5.37%, National: 3.54%)
worse than tier avg
Indirect Auto %: 27.65%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): -3.64%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
506 of 1069 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -35 CUs YoY | Rank worsening

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 (4 metrics)

67
First Mortgage Concentration (%)
balance_sheet
Value: 5.55%
Peer Median: -
#67 of 1069 Top 6.2% in 100M-500M tier
129
Net Interest Margin (NIM)
profitability
Value: 4.40%
Peer Median: -
#129 of 1069 Top 12.0% in 100M-500M tier
197
Loan-to-Share Ratio
balance_sheet
Value: 88.22%
Peer Median: -
#197 of 1069 Top 18.3% in 100M-500M tier
234
AMR Growth Rate
growth
Value: 7.18%
Peer Median: -
#234 of 1069 Top 21.8% in 100M-500M tier

Top Weaknesses (10 metrics)

1032
Average Member Relationship (AMR)
engagement
Value: $12,645
Peer Median: -
#1032 of 1069 Bottom 3.6% in 100M-500M tier
951
Efficiency Ratio
profitability
Value: 89.53%
Peer Median: -
#951 of 1069 Bottom 11.1% in 100M-500M tier
936
Loan-to-Member Ratio (LMR)
engagement
Value: $5,927
Peer Median: -
#936 of 1069 Bottom 12.5% in 100M-500M tier
894
Member Growth Rate
growth
Value: -3.64%
Peer Median: -
#894 of 1069 Bottom 16.5% in 100M-500M tier
892
Return on Assets (ROA)
profitability
Value: 0.28%
Peer Median: -
#892 of 1069 Bottom 16.7% in 100M-500M tier
890
Net Worth Ratio
risk
Value: 9.22%
Peer Median: -
#890 of 1069 Bottom 16.8% in 100M-500M tier
873
Asset Growth Rate
growth
Value: 0.72%
Peer Median: -
#873 of 1069 Bottom 18.4% in 100M-500M tier
869
Indirect Auto Concentration (%)
balance_sheet
Value: 27.65%
Peer Median: -
#869 of 1069 Bottom 18.8% in 100M-500M tier
833
Total Assets
balance_sheet
Value: $133.35M
Peer Median: -
#833 of 1069 Bottom 22.2% in 100M-500M tier
822
Deposit Growth Rate
growth
Value: 1.05%
Peer Median: -
#822 of 1069 Bottom 23.2% in 100M-500M tier
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