BlastPoint's Credit Union Scorecard

CHARTWAY

Charter #13242 · VA

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 2 in VA
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CHARTWAY has 1 strength but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.47% above tier average

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 25.6% in tier
  • - Liquidity Strain: Bottom 59.4% in tier
  • - ROA 0.31% below tier average
  • - Efficiency ratio 4.07% above tier (higher cost structure)
  • - Delinquency rate 0.28% above tier average
  • - Net Worth Ratio: Bottom 5.3% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (VA) National Avg Tier Percentile
Members 265,212
+0.1% YoY-1.8% QoQ
+34.9K 230,353
-2.9% YoY
222,299
+7.3% YoY
33,374
+5.7% YoY
74%
Assets $3.2B
+5.4% YoY+0.9% QoQ
$-708.1M $3.9B
+0.3% YoY
$2.9B
+9.9% YoY
$561.6M
+9.7% YoY
Bottom 11.8% in tier
Loans $2.7B
+4.8% YoY-0.7% QoQ
$-202.3M $2.9B
-0.2% YoY
$2.1B
+6.6% YoY
$397.0M
+8.8% YoY
33%
Deposits $2.9B
+2.8% YoY+2.1% QoQ
$-460.2M $3.3B
-0.3% YoY
$2.5B
+10.1% YoY
$477.3M
+9.7% YoY
22%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.4%
-16.2% YoY+13.3% QoQ
-0.3% 0.7%
+16.8% YoY
0.6%
+3.1% YoY
0.7%
+15.9% YoY
18%
NIM 3.6%
+1.1% YoY+0.5% QoQ
+0.5% 3.1%
+9.8% YoY
3.9%
+2.0% YoY
3.8%
+5.1% YoY
76%
Efficiency Ratio 75.5%
+10.1% YoY-0.5% QoQ
+4.1% 71.4%
-1.4% YoY
80.2%
-0.6% YoY
79.7%
-3.3% YoY
74%
Delinquency Rate 1.2%
-30.8% YoY-5.9% QoQ
+0.3 0.9%
+5.8% YoY
1.4%
-11.9% YoY
1.3%
-2.1% YoY
80%
Loan To Share 95.9%
+2.0% YoY-2.8% QoQ
+7.0% 88.9%
-0.2% YoY
65.1%
-5.8% YoY
67.4%
-1.7% YoY
68%
AMR $21,053
+3.6% YoY+2.6% QoQ
$-9K $29,682
+1.5% YoY
$18,904
+2.4% YoY
$19,687
+2.0% YoY
Bottom 11.8% in tier
CD Concentration 30.7%
+5.8% YoY+2.0% QoQ
+1.7% 29.0% 18.3% 19.8% 58%
Indirect Auto % 34.9%
-19.0% YoY-3.7% QoQ
+16.6% 18.3% 9.6% 7.8% 84%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Indirect Auto Dependency

risk
#51 of 196 • Bottom 25.6% in tier

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

Why This Signature
Asset Growth (YoY): 5.41%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Indirect Auto %: 34.92%
(Tier: 18.31%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 0.12%
(Tier: 3.43%, National: 4.32%)
worse than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Liquidity Strain

risk
#99 of 166 • Bottom 59.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 95.87%
(Tier: 85.73%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 4.78%
(Tier: 6.38%, National: 111.96%)
worse than tier avg
166 of 378 Mid-Market CUs have this signature | 439 nationally
↓ Shrinking -7 CUs YoY | Rank improving

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 76 peers in tier

Top Strengths (3 metrics)

18
Net Interest Margin (NIM)
profitability
Value: 3.61%
Peer Median: -
#18 of 76 Top 22.4% in 3B-5B tier
20
First Mortgage Concentration (%)
balance_sheet
Value: 22.35%
Peer Median: -
#20 of 76 Top 25.0% in 3B-5B tier
20
Total Members
engagement
Value: 265,212
Peer Median: -
#20 of 76 Top 25.0% in 3B-5B tier

Top Weaknesses (10 metrics)

73
Net Worth Ratio
risk
Value: 8.16%
Peer Median: -
#73 of 76 Bottom 5.3% in 3B-5B tier
67
Total Assets
balance_sheet
Value: $3.23B
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
67
Average Member Relationship (AMR)
engagement
Value: $21,053
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
64
Indirect Auto Concentration (%)
balance_sheet
Value: 34.92%
Peer Median: -
#64 of 76 Bottom 17.1% in 3B-5B tier
64
Loan-to-Member Ratio (LMR)
engagement
Value: $10,304
Peer Median: -
#64 of 76 Bottom 17.1% in 3B-5B tier
63
Net Charge-Off Rate
risk
Value: 0.90%
Peer Median: -
#63 of 76 Bottom 18.4% in 3B-5B tier
62
Return on Assets (ROA)
profitability
Value: 0.41%
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
62
Total Delinquency Rate (60+ days)
risk
Value: 1.16%
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
61
Member Growth Rate
growth
Value: 0.12%
Peer Median: -
#61 of 76 Bottom 21.1% in 3B-5B tier
59
Total Deposits
balance_sheet
Value: $2.85B
Peer Median: -
#59 of 76 Bottom 23.7% in 3B-5B tier
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