BlastPoint's Credit Union Scorecard

CHARTWAY

Charter #13242 · VA

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 2 in VA
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CHARTWAY has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 29.7% in tier
  • + Net Interest Margin 0.43% above tier average

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 33.4% in tier
  • - Indirect Auto Dependency: Bottom 51.3% in tier
  • - Stagnation Risk: Bottom 90.5% in tier
  • - Membership Headwinds: Bottom 90.5% in tier
  • - ROA 0.28% below tier average
  • - Efficiency ratio 0.80% above tier (higher cost structure)
  • - Delinquency rate 0.45% above tier average
  • - Member decline: -3.4% YoY

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (VA) National Avg Tier Percentile
Members 260,806
-3.4% YoY-1.7% QoQ
+40.4K 220,435
-7.6% YoY
224,534
+5.9% YoY
33,913
+5.7% YoY
73%
Assets $3.3B
+4.8% YoY+1.9% QoQ
$-621.9M $3.9B
-1.5% YoY
$3.0B
+7.5% YoY
$578.3M
+9.0% YoY
19%
Loans $2.7B
+0.7% YoY-1.9% QoQ
$-213.4M $2.9B
-1.1% YoY
$2.1B
+5.8% YoY
$402.4M
+8.7% YoY
35%
Deposits $2.9B
+2.7% YoY+2.7% QoQ
$-370.3M $3.3B
-2.5% YoY
$2.6B
+7.7% YoY
$494.3M
+9.1% YoY
30%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.4%
+45.4% YoY+9.8% QoQ
-0.3% 0.7%
+10.6% YoY
0.3%
-55.0% YoY
0.4%
-39.2% YoY
27%
NIM 3.6%
+1.7% YoY+0.7% QoQ
+0.4% 3.2%
+4.6% YoY
4.0%
+3.3% YoY
3.8%
+4.1% YoY
76%
Efficiency Ratio 72.1%
-4.2% YoY-4.5% QoQ
+0.8% 71.3%
-2.6% YoY
81.9%
+0.2% YoY
84.6%
+2.8% YoY
62%
Delinquency Rate 1.2%
-9.0% YoY+3.0% QoQ
+0.4 0.7%
+9.2% YoY
1.4%
-2.1% YoY
1.2%
+3.4% YoY
82%
Loan To Share 91.5%
-1.9% YoY-4.5% QoQ
+3.5% 88.0%
+0.9% YoY
62.9%
-4.5% YoY
65.6%
-1.4% YoY
55%
AMR $21,500
+5.4% YoY+2.1% QoQ
$-9K $30,672
+5.5% YoY
$19,100
+3.1% YoY
$19,920
+1.6% YoY
Bottom 10.3% in tier
CD Concentration 30.6%
+4.5% YoY-0.4% QoQ
+1.7% 28.8% 18.0% 19.8% 59%
Indirect Auto % 33.8%
-17.6% YoY-3.3% QoQ
+15.7% 18.1% 9.4% 7.7% 82%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#113 of 125 • Top 29.7% in tier

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

Why This Signature
AMR Growth (YoY): 5.38%
(Tier: 3.34%, National: 6.36%)
better than tier avg
125 of 384 Mid-Market CUs have this signature | 637 nationally
↑ Growing +31 CUs YoY | New qualifier

Concerns (4)

Stagnation Risk

risk
#16 of 91 • Bottom 90.5% 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): -3.43%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 0.73%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
Delinquency Rate: 1.19%
(Tier: 0.75%, National: 1.19%)
worse than tier avg
91 of 384 Mid-Market CUs have this signature | 676 nationally
→ No prior data (91 CUs now) | New qualifier

Indirect Auto Dependency

risk
#53 of 198 • Bottom 51.3% in tier

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

Why This Signature
Asset Growth (YoY): 4.82%
(Tier: 6.82%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 33.78%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): -3.43%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Membership Headwinds

decline
#37 of 91 • Bottom 90.5% in tier

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

Why This Signature
Member Growth (YoY): -3.43%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
91 of 384 Mid-Market CUs have this signature | 676 nationally
→ No prior data (91 CUs now) | New qualifier

Liquidity Strain

risk
#143 of 148 • Bottom 33.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 91.53%
(Tier: 84.20%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 0.73%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
148 of 384 Mid-Market CUs have this signature | 367 nationally
→ Stable (149→148 CUs) -1 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 78 peers in tier

Top Strengths (1 metrics)

19
Net Interest Margin (NIM)
profitability
Value: 3.64%
Peer Median: 3.23%
#19 of 78 Top 23.1% in 3B-5B tier

Top Weaknesses (8 metrics)

74
Net Worth Ratio
risk
Value: 8.12%
Peer Median: 10.59%
#74 of 78 Bottom 6.4% in 3B-5B tier
70
Member Growth Rate
growth
Value: -3.43%
Peer Median: 3.36%
#70 of 78 Bottom 11.5% in 3B-5B tier
70
Average Member Relationship (AMR)
engagement
Value: $21,500
Peer Median: $28,813
#70 of 78 Bottom 11.5% in 3B-5B tier
68
Loan-to-Member Ratio (LMR)
engagement
Value: $10,275
Peer Median: $13,137
#68 of 78 Bottom 14.1% in 3B-5B tier
65
Total Delinquency Rate (60+ days)
risk
Value: 1.19%
Peer Median: 0.54%
#65 of 78 Bottom 17.9% in 3B-5B tier
63
Loan Growth Rate
growth
Value: 0.73%
Peer Median: 5.73%
#63 of 78 Bottom 20.5% in 3B-5B tier
63
Total Assets
balance_sheet
Value: $3.29B
Peer Median: $3.94B
#63 of 78 Bottom 20.5% in 3B-5B tier
62
Indirect Auto Concentration (%)
balance_sheet
Value: 33.78%
Peer Median: 18.10%
#62 of 78 Bottom 21.8% in 3B-5B tier
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