BlastPoint's Credit Union Scorecard

THE HEALTH & EDUCATION

Charter #10800 · KY

1069 CUs in 100M-500M nationally 10 in KY

THE HEALTH & EDUCATION has 7 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 53.9% in tier
  • + ROA 1.34% above tier average
  • + Net Interest Margin 0.33% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Efficiency Ratio: Top 1.3% in tier
  • + Share Certificate Concentration (%): Top 3.1% in tier
  • + Net Worth Ratio: Top 6.5% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Overhang: Bottom 27.6% in tier
  • - Membership Headwinds: Bottom 33.8% in tier
  • - Stagnation Risk: Bottom 58.2% in tier
  • - Member decline: -4.0% YoY
  • - Loan-to-Member Ratio (LMR): Bottom 1.0% in tier
  • - Average Member Relationship (AMR): Bottom 1.8% in tier
  • - Fee Income Per Member: Bottom 2.2% in tier
  • - Total Loans: Bottom 3.7% in tier
  • - Loan-to-Share Ratio: Bottom 5.7% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (KY) National Avg Tier Percentile
Members 12,222
-4.0% YoY+0.4% QoQ
-3.2K 15,437
-2.9% YoY
18,352
+6.1% YoY
33,374
+5.7% YoY
44%
Assets $121.2M
+4.6% YoY+1.5% QoQ
$-110.6M $231.9M
+1.3% YoY
$297.6M
+11.0% YoY
$561.6M
+9.7% YoY
Bottom 14.1% in tier
Loans $44.4M
+3.8% YoY+0.4% QoQ
$-103.0M $147.3M
-0.1% YoY
$214.0M
+12.0% YoY
$397.0M
+8.8% YoY
Bottom 3.6% in tier
Deposits $101.3M
+2.9% YoY+1.3% QoQ
$-99.6M $200.8M
+0.8% YoY
$249.6M
+10.9% YoY
$477.3M
+9.7% YoY
Bottom 11.2% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 2.1%
+0.8% YoY-2.3% QoQ
+1.3% 0.8%
+18.2% YoY
0.3%
-193.7% YoY
0.7%
+15.9% YoY
Top 1.7% in tier
NIM 3.9%
+10.4% YoY+0.2% QoQ
+0.3% 3.6%
+6.7% YoY
3.7%
-0.4% YoY
3.8%
+5.1% YoY
69%
Efficiency Ratio 49.0%
+2.2% YoY+3.5% QoQ
-28.0% 77.0%
-3.1% YoY
85.5%
-17.8% YoY
79.7%
-3.3% YoY
Bottom 1.3% in tier
Delinquency Rate 0.6%
-10.7% YoY+9.1% QoQ
-0.3 0.9%
+4.2% YoY
1.1%
-5.8% YoY
1.3%
-2.1% YoY
39%
Loan To Share 43.8%
+0.9% YoY-0.9% QoQ
-28.4% 72.2%
-1.1% YoY
65.9%
-3.9% YoY
67.4%
-1.7% YoY
Bottom 5.6% in tier
AMR $11,916
+7.5% YoY+0.6% QoQ
$-13K $24,676
+3.4% YoY
$17,204
+6.4% YoY
$19,687
+2.0% YoY
Bottom 1.7% in tier
CD Concentration 3.0%
-29.3% YoY-7.0% QoQ
-21.5% 24.4% 22.4% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 7.7% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#277 of 513 • Top 53.9% in tier

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

Why This Signature
AMR Growth (YoY): 7.50%
(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 (3)

Liquidity Overhang

risk
#38 of 135 • Bottom 27.6% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 17.35%
(Tier: 11.97%, National: 14.49%)
but better than tier avg
Loan-to-Share Ratio: 43.84%
(Tier: 74.08%, National: 67.44%)
worse than tier avg
135 of 1069 Mid-Small & Community CUs have this signature | 155 nationally
↑ Growing +17 CUs YoY | New qualifier

Membership Headwinds

decline
#188 of 554 • Bottom 33.8% in tier

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

Why This Signature
Member Growth (YoY): -4.01%
(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
#323 of 554 • Bottom 58.2% 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): -4.01%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 3.81%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 0.57%
(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

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
15
Efficiency Ratio
profitability
Value: 49.00%
Peer Median: -
#15 of 1069 Top 1.3% in 100M-500M tier
18
Return on Assets (ROA)
profitability
Value: 2.10%
Peer Median: -
#18 of 1069 Top 1.6% in 100M-500M tier
34
Share Certificate Concentration (%)
balance_sheet
Value: 2.97%
Peer Median: -
#34 of 1069 Top 3.1% in 100M-500M tier
71
Net Worth Ratio
risk
Value: 17.35%
Peer Median: -
#71 of 1069 Top 6.5% in 100M-500M tier
116
Members Per Employee (MPE)
engagement
Value: 452.667
Peer Median: -
#116 of 1069 Top 10.8% in 100M-500M tier
219
AMR Growth Rate
growth
Value: 7.50%
Peer Median: -
#219 of 1069 Top 20.4% in 100M-500M tier

Top Weaknesses (8 metrics)

1059
Loan-to-Member Ratio (LMR)
engagement
Value: $3,632
Peer Median: -
#1059 of 1069 Bottom 1.0% in 100M-500M tier
1051
Average Member Relationship (AMR)
engagement
Value: $11,916
Peer Median: -
#1051 of 1069 Bottom 1.8% in 100M-500M tier
1046
Fee Income Per Member
profitability
Value: $46.52
Peer Median: -
#1046 of 1069 Bottom 2.2% in 100M-500M tier
1030
Total Loans
balance_sheet
Value: $44.39M
Peer Median: -
#1030 of 1069 Bottom 3.7% in 100M-500M tier
1009
Loan-to-Share Ratio
balance_sheet
Value: 43.84%
Peer Median: -
#1009 of 1069 Bottom 5.7% in 100M-500M tier
949
Total Deposits
balance_sheet
Value: $101.25M
Peer Median: -
#949 of 1069 Bottom 11.3% in 100M-500M tier
918
Total Assets
balance_sheet
Value: $121.22M
Peer Median: -
#918 of 1069 Bottom 14.2% in 100M-500M tier
912
Member Growth Rate
growth
Value: -4.01%
Peer Median: -
#912 of 1069 Bottom 14.8% in 100M-500M tier
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