BlastPoint's Credit Union Scorecard

FAMILY TRUST

Charter #11554 · SC

Community 750M-1B
112 CUs in 750M-1B nationally 1 in SC
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FAMILY TRUST has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 10.4% in tier
  • + ROA 0.41% above tier average
  • + Net Interest Margin 0.33% above tier average

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 11.0% in tier
  • - Credit Quality Pressure: Bottom 21.3% in tier
  • - Credit Risk Growth: Bottom 21.7% in tier
  • - Liquidity Strain: Bottom 28.3% in tier
  • - Indirect Auto Dependency: Bottom 29.1% in tier
  • - Total Assets: Bottom 7.1% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 58,210
+3.6% YoY+0.7% QoQ
+6.1K 52,114
-2.1% YoY
37,124
+2.2% YoY
33,089
+6.1% YoY
63%
Assets $766.3M
+3.5% YoY+0.5% QoQ
$-92.7M $859.0M
+0.0% YoY
$514.3M
+4.6% YoY
$547.7M
+7.8% YoY
Bottom 6.2% in tier
Loans $593.4M
+5.6% YoY+0.7% QoQ
$-9.9M $603.4M
+1.0% YoY
$362.8M
+7.0% YoY
$388.7M
+8.6% YoY
43%
Deposits $651.2M
+2.9% YoY+0.2% QoQ
$-83.0M $734.2M
+0.9% YoY
$433.3M
+6.0% YoY
$464.6M
+9.3% YoY
Bottom 9.8% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.1%
-17.4% YoY+0.1% QoQ
+0.4% 0.7%
+27.6% YoY
1.2%
+18.8% YoY
0.7%
+273.4% YoY
78%
NIM 3.7%
+4.1% YoY+0.3% QoQ
+0.3% 3.4%
+9.6% YoY
4.3%
+2.6% YoY
3.7%
+5.0% YoY
70%
Efficiency Ratio 69.5%
+4.6% YoY+2.2% QoQ
-5.0% 74.5%
-3.2% YoY
75.1%
-1.9% YoY
79.1%
-3.3% YoY
30%
Delinquency Rate 0.6%
+14.1% YoY+16.5% QoQ
-0.2 0.8%
+5.0% YoY
0.9%
+10.3% YoY
1.2%
-0.9% YoY
45%
Loan To Share 91.1%
+2.6% YoY+0.4% QoQ
+8.5% 82.7%
+0.1% YoY
71.3%
-1.2% YoY
68.0%
-1.7% YoY
67%
AMR $21,382
+0.6% YoY-0.2% QoQ
$-7K $28,651
+2.5% YoY
$16,641
+2.9% YoY
$19,418
+1.3% YoY
27%
CD Concentration 29.6%
+2.4% YoY+2.4% QoQ
+5.2% 24.4%
+4.2% YoY
17.4%
+3.6% YoY
19.6%
+6.2% YoY
69%
Indirect Auto % 20.5%
-3.3% YoY-4.1% QoQ
+6.5% 14.0%
-5.7% YoY
5.9%
-5.3% YoY
7.9%
-2.9% YoY
72%

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#191 of 603 • Top 10.4% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.57%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Return on Assets: 1.12%
(Tier: 0.77%, National: 0.71%)
better than tier avg
Indirect Auto %: 20.47%
(Tier: 13.97%, National: 7.90%)
but worse than tier avg
917 nationally
→ Stable (608→603 CUs) -5 CUs YoY | Rank worsening

Concerns (5)

Margin Compression

decline
#47 of 136 • Bottom 11.0% 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: 1.12%
(Tier: 0.77%, National: 0.71%)
but better than tier avg
ROA (Prior Year): 1.36%
(Tier: 0.66%, National: 0.67%)
but better than tier avg
ROA Change (YoY): -0.24% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
136 of 281 Community CUs have this signature | 169 nationally
↓ Shrinking -43 CUs YoY | Rank improving

Credit Quality Pressure

risk
#528 of 736 • Bottom 21.3% in tier

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

Why This Signature
Delinquency Change (YoY): 0.08% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
1002 nationally
↓ Shrinking -199 CUs YoY | Rank improving

Credit Risk Growth

risk
#326 of 446 • Bottom 21.7% in tier

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

Why This Signature
Loan Growth (YoY): 5.59%
(Tier: 3.65%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.08% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
646 nationally
↓ Shrinking -77 CUs YoY | Rank improving

Liquidity Strain

risk
#220 of 258 • Bottom 28.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 91.13%
(Tier: 74.56%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 5.59%
(Tier: 3.65%, National: 36.38%)
but better than tier avg
258 of 281 Community CUs have this signature | 484 nationally
↓ Shrinking -28 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#469 of 525 • Bottom 29.1% in tier

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

Why This Signature
Asset Growth (YoY): 3.53%
(Tier: 4.61%, National: 3.04%)
worse than tier avg
Indirect Auto %: 20.47%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 3.57%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
768 nationally
↓ Shrinking -18 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 112 peers in tier

Top Strengths (3 metrics)

24
Member Growth Rate
growth
Value: 3.57%
Peer Avg: -
#24 of 112 Top 20.5% in 750M-1B tier
25
Return on Assets (ROA)
profitability
Value: 1.12%
Peer Avg: -
#25 of 112 Top 21.4% in 750M-1B tier
26
Members Per Employee (MPE)
engagement
Value: 407.063
Peer Avg: -
#26 of 112 Top 22.3% in 750M-1B tier

Top Weaknesses (2 metrics)

105
Total Assets
balance_sheet
Value: $766.29M
Peer Avg: -
#105 of 112 Bottom 7.1% in 750M-1B tier
101
Total Deposits
balance_sheet
Value: $651.21M
Peer Avg: -
#101 of 112 Bottom 10.7% in 750M-1B tier
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