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BlastPoint's Credit Union Scorecard

SONOMA

Charter #14415 · CA

<100M
2437 CUs in <100M nationally 85 in CA

SONOMA has 7 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.17% above tier average
  • + Average Member Relationship (AMR): Top 0.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 0.2% in tier
  • + Fee Income Per Member: Top 1.6% in tier
  • + Total Loans: Top 2.9% in tier
  • + Total Deposits: Top 7.3% in tier
  • + Total Assets: Top 7.6% in tier

Key Concerns

Areas that may need attention

  • - Share Certificate Concentration (%): Bottom 8.5% in tier

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 2,437 credit unions with under $100M in assets nationally, and 1 of 85 that size in California.
  • Shares and deposits -3.5% year over year ($69.0M in shares and deposits).
  • Membership: 1,792 members, -1.1% vs a year ago.
  • Delinquency rate 0.63%.
  • Return on assets 1.66%.
  • Efficiency ratio 58.41% vs a 88.77% peer average.
  • Loan-to-share ratio 82.18% vs a 58.89% 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 1,792
-1.1% YoY+0.1% QoQ
-793 2,585
-1.7% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
47%
Assets $80.0M
-1.4% YoY-0.2% QoQ
+$49.7M $30.3M
+1.5% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
Top 7.7% in tier
Loans $56.7M
+9.9% YoY+2.9% QoQ
+$41.2M $15.5M
-1.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 2.9% in tier
Deposits $69.0M
-3.5% YoY-0.8% QoQ
+$43.2M $25.8M
+1.1% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
Top 7.3% in tier

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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 1.7%
+18.3% YoY+6.3% QoQ
+0.2% 1.5%
+241.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
84%
NIM 3.4%
+14.6% YoY+4.2% QoQ
-0.5% 3.9%
+0.9% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
29%
Efficiency Ratio 58.4%
-4.6% YoY-2.3% QoQ
-30.4% 88.8%
-6.9% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Top 10.5% in tier
Delinquency Rate 0.6%
+80.2% YoY-18.7% QoQ
-0.9 1.5%
+2.1% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
47%
Loan To Share 82.2%
+13.8% YoY+3.7% QoQ
+23.3% 58.9%
-3.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
83%
AMR $70,127
+3.3% YoY+0.8% QoQ
+$55K $14,963
-6.8% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
Top 0.1% in tier
CD Concentration 39.1%
+2.2% YoY+0.3% QoQ
+14.5% 24.6% 22.2% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 9.2% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2437 peers in tier

Top Strengths (12 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2437 Top 0.1% in <100M tier
3
Average Member Relationship (AMR)
engagement
Value: $70,127
Peer Median: $13,967
#3 of 2437 Top 0.1% in <100M tier
5
Loan-to-Member Ratio (LMR)
engagement
Value: $31,633
Peer Median: $4,937
#5 of 2437 Top 0.2% in <100M tier
40
Fee Income Per Member
profitability
Value: $298.01
Peer Median: $63.89
#40 of 2437 Top 1.6% in <100M tier
71
Total Loans
balance_sheet
Value: $56.69M
Peer Median: $9.49M
#71 of 2437 Top 2.9% in <100M tier
179
Total Deposits
balance_sheet
Value: $68.98M
Peer Median: $18.69M
#179 of 2437 Top 7.3% in <100M tier
187
Total Assets
balance_sheet
Value: $79.97M
Peer Median: $21.91M
#187 of 2437 Top 7.6% in <100M tier
252
Loan Growth Rate
growth
Value: 9.85%
Peer Median: -2.63%
#252 of 2437 Top 10.3% in <100M tier
256
Efficiency Ratio
profitability
Value: 58.41%
Peer Median: 80.65%
#256 of 2437 Top 10.5% in <100M tier
343
Net Charge-Off Rate
risk
Value: 0.00%
Peer Median: 0.18%
#343 of 2437 Top 14.0% in <100M tier

Top Weaknesses (4 metrics)

2230
Share Certificate Concentration (%)
balance_sheet
Value: 39.10%
Peer Median: 12.77%
#2230 of 2437 Bottom 8.5% in <100M tier
2165
Members Per Employee (MPE)
engagement
Value: 162.909
Peer Median: 328.333
#2165 of 2437 Bottom 11.2% in <100M tier
1911
First Mortgage Concentration (%)
balance_sheet
Value: 29.01%
Peer Median: 3.59%
#1911 of 2437 Bottom 21.6% in <100M tier
1834
Deposit Growth Rate
growth
Value: -3.47%
Peer Median: 0.92%
#1834 of 2437 Bottom 24.8% in <100M tier
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