BlastPoint's Credit Union Scorecard

PALMETTO CITIZENS

Charter #1472 · SC

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 8 in SC
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PALMETTO CITIZENS has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 5.9% in tier
  • + Organic Growth Leader: Top 24.7% in tier
  • + Profitability Leader: Top 28.7% in tier
  • + Emerging Performer: Top 47.9% in tier
  • + ROA 0.72% above tier average
  • + Net Interest Margin 0.52% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 5.9% in tier
  • - Credit Quality Pressure: Bottom 6.1% in tier
  • - Delinquency rate 0.13% above tier average

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 85,933
+2.0% YoY+0.9% QoQ
-12.7K 98,678
-1.9% YoY
37,124
+2.2% YoY
33,089
+6.1% YoY
47%
Assets $1.4B
+7.7% YoY+1.2% QoQ
$-297.7M $1.7B
+0.5% YoY
$514.3M
+4.6% YoY
$547.7M
+7.8% YoY
40%
Loans $815.2M
+6.9% YoY+2.3% QoQ
$-417.9M $1.2B
+0.5% YoY
$362.8M
+7.0% YoY
$388.7M
+8.6% YoY
16%
Deposits $1.1B
+7.0% YoY+0.9% QoQ
$-325.0M $1.5B
+1.3% YoY
$433.3M
+6.0% YoY
$464.6M
+9.3% YoY
34%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.4%
+21.4% YoY+10.9% QoQ
+0.7% 0.7%
+13.4% YoY
1.2%
+18.8% YoY
0.7%
+273.4% YoY
Top 7.6% in tier
NIM 3.8%
+16.5% YoY+3.0% QoQ
+0.5% 3.3%
+9.3% YoY
4.3%
+2.6% YoY
3.7%
+5.0% YoY
82%
Efficiency Ratio 66.4%
-6.8% YoY-2.6% QoQ
-7.6% 74.0%
-10.9% YoY
75.1%
-1.9% YoY
79.1%
-3.3% YoY
21%
Delinquency Rate 1.0%
+45.6% YoY+18.7% QoQ
+0.1 0.8%
+6.1% YoY
0.9%
+10.3% YoY
1.2%
-0.9% YoY
73%
Loan To Share 72.2%
-0.1% YoY+1.4% QoQ
-13.0% 85.2%
-0.8% YoY
71.3%
-1.2% YoY
68.0%
-1.7% YoY
17%
AMR $22,628
+4.9% YoY+0.6% QoQ
$-7K $29,172
+2.8% YoY
$16,641
+2.9% YoY
$19,418
+1.3% YoY
19%
CD Concentration 21.3%
+15.9% YoY+5.2% QoQ
-7.7% 29.0%
+0.7% YoY
17.4%
+3.6% YoY
19.6%
+6.2% YoY
17%
Indirect Auto % 0.0% -18.8% 18.8%
-3.0% YoY
5.9%
-5.3% YoY
7.9%
-2.9% YoY
Bottom 0.0% in tier

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#44 of 246 • Top 5.9% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.02%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 1.43%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 18.77%, National: 7.90%)
better than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank improving

Organic Growth Leader

growth
#98 of 138 • Top 24.7% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.02%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.77%, National: 7.90%)
better than tier avg
138 of 380 Mid-Market CUs have this signature | 608 nationally
↑ Growing +11 CUs YoY

Profitability Leader

growth
#28 of 95 • Top 28.7% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.43%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.25% points
(Tier: 0.07% points, National: 0.05% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank improving

Emerging Performer

growth
#35 of 72 • Top 47.9% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.43%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Member Growth (YoY): 2.02%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
72 of 380 Mid-Market CUs have this signature | 288 nationally
↑ Growing +13 CUs YoY | Rank worsening

Concerns (2)

Credit Risk Growth

risk
#34 of 161 • Bottom 5.9% in tier

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

Why This Signature
Loan Growth (YoY): 6.90%
(Tier: 6.14%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.30% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 CUs YoY | Rank improving

Credit Quality Pressure

risk
#48 of 217 • Bottom 6.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.30% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 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 304 peers in tier

Top Strengths (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 304 Top 0.0% in 1B-3B tier
23
Return on Assets (ROA)
profitability
Value: 1.43%
Peer Avg: -
#23 of 304 Top 7.2% in 1B-3B tier
39
Fee Income Per Member
profitability
Value: $289.98
Peer Avg: -
#39 of 304 Top 12.5% in 1B-3B tier
53
Net Worth Ratio
risk
Value: 13.14%
Peer Avg: -
#53 of 304 Top 17.1% in 1B-3B tier
55
Net Interest Margin (NIM)
profitability
Value: 3.79%
Peer Avg: -
#55 of 304 Top 17.8% in 1B-3B tier
56
Share Certificate Concentration (%)
balance_sheet
Value: 21.30%
Peer Avg: -
#56 of 304 Top 18.1% in 1B-3B tier
64
Efficiency Ratio
profitability
Value: 66.39%
Peer Avg: -
#64 of 304 Top 20.7% in 1B-3B tier
72
Asset Growth Rate
growth
Value: 7.66%
Peer Avg: -
#72 of 304 Top 23.4% in 1B-3B tier

Top Weaknesses (5 metrics)

260
Loan-to-Member Ratio (LMR)
engagement
Value: $9,486
Peer Avg: -
#260 of 304 Bottom 14.8% in 1B-3B tier
259
Members Per Employee (MPE)
engagement
Value: 285.492
Peer Avg: -
#259 of 304 Bottom 15.1% in 1B-3B tier
254
Total Loans
balance_sheet
Value: $815.17M
Peer Avg: -
#254 of 304 Bottom 16.8% in 1B-3B tier
252
Loan-to-Share Ratio
balance_sheet
Value: 72.18%
Peer Avg: -
#252 of 304 Bottom 17.4% in 1B-3B tier
247
Average Member Relationship (AMR)
engagement
Value: $22,628
Peer Avg: -
#247 of 304 Bottom 19.1% in 1B-3B tier
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