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BlastPoint's Credit Union Scorecard

FARMERS INSURANCE

Charter #1074 · CA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 37 in CA
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FARMERS INSURANCE has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 62.4% in tier
  • + Organic Growth Engine: Top 62.4% in tier
  • + Net Interest Margin 1.23% above tier average
  • + Loan-to-Share Ratio: Top 6.7% in tier
  • + Loan-to-Member Ratio (LMR): Top 9.0% in tier

Key Concerns

Areas that may need attention

  • - Capital Constraint: Bottom 8.3% in tier
  • - Liquidity Strain: Bottom 8.3% in tier
  • - Wealth Migration Risk: Bottom 18.7% in tier
  • - Shrinking Wallet Share: Bottom 96.0% in tier
  • - Deposit Outflow: Bottom 99.5% in tier
  • - ROA 0.52% below tier average
  • - Efficiency ratio 4.81% above tier (higher cost structure)
  • - Delinquency rate 0.71% above tier average

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 37 that size in California.
  • Shares and deposits -5.8% year over year ($1.14B in shares and deposits).
  • Membership: 66,499 members, +1.0% vs a year ago.
  • Delinquency rate 1.57%.
  • Return on assets 0.30%.
  • Efficiency ratio 77.83% vs a 73.02% peer average.
  • Loan-to-share ratio 103.85% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 66,499
+1.0% YoY+4.3% QoQ
-30.4K 96,861
-1.9% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
22%
Assets $1.3B
-4.5% YoY-2.7% QoQ
$-394.4M $1.7B
+0.4% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
33%
Loans $1.2B
-4.9% YoY+1.4% QoQ
$-49.5M $1.2B
+0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
55%
Deposits $1.1B
-5.8% YoY-1.9% QoQ
$-322.5M $1.5B
+0.5% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
35%

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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 0.3%
-277.3% YoY-17.6% QoQ
-0.5% 0.8%
+27.6% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 11.3% in tier
NIM 4.7%
+0.1% YoY+1.4% QoQ
+1.2% 3.4%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Top 2.3% in tier
Efficiency Ratio 77.8%
+0.8% YoY+0.0% QoQ
+4.8% 73.0%
-2.7% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
69%
Delinquency Rate 1.6%
-3.5% YoY+20.4% QoQ
+0.7 0.9%
+7.3% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
Bottom 9.0% in tier
Loan To Share 103.8%
+1.0% YoY+3.4% QoQ
+19.1% 84.7%
+0.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Top 7.0% in tier
AMR $34,971
-6.3% YoY-4.3% QoQ
+$5K $29,575
+1.5% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
82%
CD Concentration 36.8%
+44.3% YoY+9.0% QoQ
+7.7% 29.1% 22.2% 20.0% 82%
Indirect Auto % 0.0% -18.1% 18.1% 9.2% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#100 of 112 • Top 62.4% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.00%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank worsening

Organic Growth Engine

growth
#107 of 113 • Top 62.4% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.00%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.30%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | New qualifier

Concerns (5)

Capital Constraint

risk
#1 of 7 • Bottom 8.3% in tier

Strong balance sheet under pressure - deposits leaving while lending capacity maxed. Need funding solutions before hitting limits.

Why This Signature
Loan-to-Share Ratio: 103.85%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Deposit Growth (YoY): -5.79%
(Tier: 6.36%, National: 100.69%)
worse than tier avg
Net Worth Ratio: 9.86%
(Tier: 11.45%, National: 14.66%)
worse than tier avg
7 of 377 Mid-Market CUs have this signature | 27 nationally
→ Stable (9→7 CUs) -2 CUs YoY

Deposit Outflow

decline
#2 of 23 • Bottom 99.5% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -5.79%
(Tier: 6.36%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 1.00%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
23 of 377 Mid-Market CUs have this signature | 109 nationally
→ Stable (22→23 CUs) +1 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#16 of 69 • Bottom 96.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -6.27%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | Rank worsening

Liquidity Strain

risk
#84 of 168 • Bottom 8.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 103.85%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): -4.89%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Wealth Migration Risk

decline
#9 of 11 • Bottom 18.7% in tier

High-value members moving money elsewhere despite stable membership. Your best customers are consolidating with competitors.

Why This Signature
Avg Member Relationship: $35.0K
(Tier: $29.9K, National: $20.0K)
but better than tier avg
AMR Growth (YoY): -6.27%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
11 of 377 Mid-Market CUs have this signature | 24 nationally
→ Stable (15→11 CUs) -4 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 300 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.26%
#1 of 300 Top 0.1% in 1B-3B tier
7
Net Interest Margin (NIM)
profitability
Value: 4.66%
Peer Median: 3.46%
#7 of 300 Top 2.0% in 1B-3B tier
21
Loan-to-Share Ratio
balance_sheet
Value: 103.85%
Peer Median: 87.07%
#21 of 300 Top 6.7% in 1B-3B tier
28
Loan-to-Member Ratio (LMR)
engagement
Value: $17,815
Peer Median: $12,809
#28 of 300 Top 9.0% in 1B-3B tier
53
Average Member Relationship (AMR)
engagement
Value: $34,971
Peer Median: $28,089
#53 of 300 Top 17.3% in 1B-3B tier

Top Weaknesses (11 metrics)

297
Deposit Growth Rate
growth
Value: -5.79%
Peer Median: 4.79%
#297 of 300 Bottom 1.3% in 1B-3B tier
295
Asset Growth Rate
growth
Value: -4.48%
Peer Median: 5.21%
#295 of 300 Bottom 2.0% in 1B-3B tier
289
Loan Growth Rate
growth
Value: -4.89%
Peer Median: 5.71%
#289 of 300 Bottom 4.0% in 1B-3B tier
288
AMR Growth Rate
growth
Value: -6.27%
Peer Median: 3.19%
#288 of 300 Bottom 4.3% in 1B-3B tier
288
Net Charge-Off Rate
risk
Value: 1.37%
Peer Median: 0.52%
#288 of 300 Bottom 4.3% in 1B-3B tier
274
Total Delinquency Rate (60+ days)
risk
Value: 1.57%
Peer Median: 0.70%
#274 of 300 Bottom 9.0% in 1B-3B tier
272
Fee Income Per Member
profitability
Value: $126.61
Peer Median: $204.73
#272 of 300 Bottom 9.7% in 1B-3B tier
266
Return on Assets (ROA)
profitability
Value: 0.30%
Peer Median: 0.77%
#266 of 300 Bottom 11.7% in 1B-3B tier
257
Share Certificate Concentration (%)
balance_sheet
Value: 36.75%
Peer Median: 28.24%
#257 of 300 Bottom 14.7% in 1B-3B tier
235
Total Members
engagement
Value: 66,499
Peer Median: 86,516
#235 of 300 Bottom 22.0% in 1B-3B tier
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