BlastPoint's Credit Union Scorecard

EVERENCE

Charter #10223 · PA

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

EVERENCE has 7 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Organic Growth Leader: Top 62.8% in tier
  • + Relationship Depth Leader: Top 63.3% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Total Loans: Top 2.1% in tier
  • + Total Deposits: Top 3.7% in tier
  • + Total Assets: Top 4.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 25.0% in tier
  • - Credit Quality Pressure: Bottom 32.2% in tier
  • - ROA 0.02% below tier average
  • - Net Worth Ratio: Bottom 5.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (PA) National Avg Tier Percentile
Members 24,584
+1.9% YoY-0.6% QoQ
+9.1K 15,437
-2.9% YoY
17,996
+7.1% YoY
33,374
+5.7% YoY
Top 13.3% in tier
Assets $455.4M
+3.3% YoY+2.4% QoQ
+$223.5M $231.9M
+1.3% YoY
$296.9M
+12.6% YoY
$561.6M
+9.7% YoY
Top 4.2% in tier
Loans $345.5M
+7.5% YoY+1.6% QoQ
+$198.2M $147.3M
-0.1% YoY
$199.3M
+10.4% YoY
$397.0M
+8.8% YoY
Top 2.2% in tier
Deposits $401.7M
+4.5% YoY+2.6% QoQ
+$200.9M $200.8M
+0.8% YoY
$254.8M
+12.3% YoY
$477.3M
+9.7% YoY
Top 3.8% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.7%
+55.3% YoY+1.4% QoQ
-0.0% 0.8%
+18.2% YoY
0.6%
-8.3% YoY
0.7%
+15.9% YoY
49%
NIM 3.5%
+21.9% YoY+0.3% QoQ
-0.1% 3.6%
+6.7% YoY
3.5%
+3.8% YoY
3.8%
+5.1% YoY
40%
Efficiency Ratio 76.6%
-7.4% YoY-0.3% QoQ
-0.5% 77.0%
-3.1% YoY
76.7%
-2.4% YoY
79.7%
-3.3% YoY
48%
Delinquency Rate 0.7%
+87.3% YoY-22.8% QoQ
-0.2 0.9%
+4.2% YoY
1.3%
-10.1% YoY
1.3%
-2.1% YoY
49%
Loan To Share 86.0%
+2.8% YoY-1.0% QoQ
+13.8% 72.2%
-1.1% YoY
54.3%
-3.4% YoY
67.4%
-1.7% YoY
76%
AMR $30,393
+3.9% YoY+2.8% QoQ
+$6K $24,676
+3.4% YoY
$16,567
+4.7% YoY
$19,687
+2.0% YoY
83%
CD Concentration 21.0%
+20.2% YoY+2.8% QoQ
-3.5% 24.4% 15.5% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 8.1% 7.8% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#298 of 595 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.93%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 0.75%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
595 of 1069 Mid-Small & Community CUs have this signature | 913 nationally
→ No prior data (595 CUs now) | New qualifier

Organic Growth Leader

growth
#268 of 426 • Top 62.8% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.93%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
426 of 1069 Mid-Small & Community CUs have this signature | 609 nationally
→ No prior data (426 CUs now) | New qualifier

Relationship Depth Leader

growth
#170 of 268 • Top 63.3% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 3.87%
(Tier: 4.17%, National: 4.00%)
but worse than tier avg
Share Draft per Member: $3.6K
(Tier: $2.9K, National: $2.0K)
better than tier avg
268 of 1069 Mid-Small & Community CUs have this signature | 351 nationally
↑ Growing +46 CUs YoY | Rank worsening

Concerns (2)

Credit Risk Growth

risk
#115 of 456 • Bottom 25.0% in tier

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

Why This Signature
Loan Growth (YoY): 7.48%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.33% points
(Tier: 0.03% points, National: 0.06% points)
worse 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
#228 of 705 • Bottom 32.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.33% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 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 (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 1069 Top 0.0% in 100M-500M tier
23
Total Loans
balance_sheet
Value: $345.50M
Peer Median: -
#23 of 1069 Top 2.1% in 100M-500M tier
41
Total Deposits
balance_sheet
Value: $401.68M
Peer Median: -
#41 of 1069 Top 3.7% in 100M-500M tier
45
Total Assets
balance_sheet
Value: $455.41M
Peer Median: -
#45 of 1069 Top 4.1% in 100M-500M tier
142
Total Members
engagement
Value: 24,584
Peer Median: -
#142 of 1069 Top 13.2% in 100M-500M tier
147
Loan-to-Member Ratio (LMR)
engagement
Value: $14,054
Peer Median: -
#147 of 1069 Top 13.7% in 100M-500M tier
182
Average Member Relationship (AMR)
engagement
Value: $30,393
Peer Median: -
#182 of 1069 Top 16.9% in 100M-500M tier
252
Loan-to-Share Ratio
balance_sheet
Value: 86.01%
Peer Median: -
#252 of 1069 Top 23.5% in 100M-500M tier

Top Weaknesses (3 metrics)

1016
Net Worth Ratio
risk
Value: 8.23%
Peer Median: -
#1016 of 1069 Bottom 5.1% in 100M-500M tier
929
First Mortgage Concentration (%)
balance_sheet
Value: 50.85%
Peer Median: -
#929 of 1069 Bottom 13.2% in 100M-500M tier
839
Fee Income Per Member
profitability
Value: $113.91
Peer Median: -
#839 of 1069 Bottom 21.6% in 100M-500M tier
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