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BlastPoint's Credit Union Scorecard

SMW 104

Charter #14934 · CA

100M-500M
1024 CUs in 100M-500M nationally 57 in CA

SMW 104 has 8 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 1.02% above tier average
  • + Net Interest Margin 0.07% above tier average
  • + Strong member growth: 10.4% YoY
  • + Members Per Employee (MPE): Top 0.1% in tier
  • + Member Growth Rate: Top 2.9% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 5.6% in tier
  • - AMR Growth Rate: Bottom 6.3% in tier
  • - Average Member Relationship (AMR): Bottom 6.8% in tier
  • - Total Loans: Bottom 7.9% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 57 that size in California.
  • Shares and deposits +5.7% year over year ($102M in shares and deposits).
  • Membership: 10,940 members, +10.4% vs a year ago.
  • Delinquency rate 0.32%.
  • Return on assets 1.88%.
  • Efficiency ratio 59.52% vs a 76.73% peer average.
  • Loan-to-share ratio 53.20% vs a 71.54% 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 10,940
+10.4% YoY-0.4% QoQ
-4.2K 15,168
-2.6% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
37%
Assets $117.9M
+6.6% YoY+1.0% QoQ
$-114.1M $232.0M
+0.7% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
Bottom 11.5% in tier
Loans $54.5M
+7.9% YoY+2.6% QoQ
$-91.8M $146.3M
+0.2% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Bottom 7.8% in tier
Deposits $102.4M
+5.7% YoY+0.8% QoQ
$-98.3M $200.7M
+0.2% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
Bottom 12.4% 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 1.9%
+40.0% YoY-27.3% QoQ
+1.0% 0.9%
+12.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Top 4.7% in tier
NIM 3.8%
+5.6% YoY+0.1% QoQ
+0.1% 3.7%
+4.5% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
56%
Efficiency Ratio 59.5%
-9.8% YoY+8.0% QoQ
-17.2% 76.7%
-0.8% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Top 8.1% in tier
Delinquency Rate 0.3%
-58.7% YoY-38.7% QoQ
-0.6 0.9%
+6.6% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
20%
Loan To Share 53.2%
+2.1% YoY+1.8% QoQ
-18.3% 71.5%
-0.3% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Bottom 14.6% in tier
AMR $14,339
-3.6% YoY+1.9% QoQ
$-11K $25,107
+3.2% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
Bottom 6.7% in tier
CD Concentration 31.0%
+5.9% YoY-0.3% QoQ
+6.4% 24.6% 22.2% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 9.2% 7.7% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#1 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 10.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.88%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Emerging Performer

growth
#3 of 175 • Top 50.0% 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: 1.88%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 10.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
175 of 1024 Mid-Small & Community CUs have this signature | 283 nationally
→ Stable (178→175 CUs) -3 CUs YoY | Rank improving

Organic Growth Leader

growth
#20 of 342 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 10.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | Rank improving

Concerns (1)

Shrinking Wallet Share

decline
#79 of 223 • Bottom 50.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.57%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 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 1024 peers in tier

Top Strengths (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
1
Members Per Employee (MPE)
engagement
Value: 1367.500
Peer Median: 310.924
#1 of 1024 Top 0.1% in 100M-500M tier
31
Member Growth Rate
growth
Value: 10.42%
Peer Median: -0.03%
#31 of 1024 Top 2.9% in 100M-500M tier
48
Return on Assets (ROA)
profitability
Value: 1.88%
Peer Median: 0.75%
#48 of 1024 Top 4.6% in 100M-500M tier
84
Efficiency Ratio
profitability
Value: 59.52%
Peer Median: 77.26%
#84 of 1024 Top 8.1% in 100M-500M tier
204
Total Delinquency Rate (60+ days)
risk
Value: 0.32%
Peer Median: 0.71%
#204 of 1024 Top 19.8% in 100M-500M tier
249
Loan Growth Rate
growth
Value: 7.93%
Peer Median: 3.02%
#249 of 1024 Top 24.2% in 100M-500M tier

Top Weaknesses (7 metrics)

968
Loan-to-Member Ratio (LMR)
engagement
Value: $4,979
Peer Median: $9,434
#968 of 1024 Bottom 5.6% in 100M-500M tier
960
AMR Growth Rate
growth
Value: -3.57%
Peer Median: 3.53%
#960 of 1024 Bottom 6.3% in 100M-500M tier
955
Average Member Relationship (AMR)
engagement
Value: $14,339
Peer Median: $23,006
#955 of 1024 Bottom 6.8% in 100M-500M tier
944
Total Loans
balance_sheet
Value: $54.47M
Peer Median: $124.04M
#944 of 1024 Bottom 7.9% in 100M-500M tier
906
Total Assets
balance_sheet
Value: $117.92M
Peer Median: $196.38M
#906 of 1024 Bottom 11.6% in 100M-500M tier
897
Total Deposits
balance_sheet
Value: $102.40M
Peer Median: $170.77M
#897 of 1024 Bottom 12.5% in 100M-500M tier
875
Loan-to-Share Ratio
balance_sheet
Value: 53.20%
Peer Median: 73.07%
#875 of 1024 Bottom 14.6% in 100M-500M tier
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