BlastPoint's Credit Union Scorecard

ADVANTAGE FINANCIAL

Charter #16416 · DC

100M-500M
1070 CUs in 100M-500M nationally 7 in DC

ADVANTAGE FINANCIAL has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.24% above tier average
  • + Share Certificate Concentration (%): Top 9.9% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Accelerating Exit Risk: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - ROA 1.21% below tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (DC) National Avg Tier Percentile
Members 9,041
-2.5% YoY-0.3% QoQ
-6.1K 15,145
-2.5% YoY
11,106
+1.6% YoY
33,913
+5.7% YoY
25%
Assets $105.1M
-3.6% YoY-0.4% QoQ
$-126.6M $231.7M
+0.8% YoY
$410.2M
+3.1% YoY
$578.3M
+9.0% YoY
Bottom 3.9% in tier
Loans $57.3M
-4.5% YoY-0.8% QoQ
$-86.9M $144.1M
+0.2% YoY
$239.7M
+1.2% YoY
$402.4M
+8.7% YoY
Bottom 9.3% in tier
Deposits $94.1M
-4.5% YoY-0.3% QoQ
$-107.0M $201.1M
+0.4% YoY
$357.7M
+2.6% YoY
$494.3M
+9.1% YoY
Bottom 6.3% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.5%
-659.6% YoY-365.7% QoQ
-1.2% 0.7%
+5.1% YoY
-0.4%
-168.3% YoY
0.4%
-39.2% YoY
Bottom 3.1% in tier
NIM 3.9%
+1.8% YoY+0.2% QoQ
+0.2% 3.6%
+4.6% YoY
3.5%
+3.4% YoY
3.8%
+4.1% YoY
66%
Efficiency Ratio 101.2%
+8.6% YoY+8.7% QoQ
+23.2% 78.0%
-1.7% YoY
86.5%
+9.1% YoY
84.6%
+2.8% YoY
Bottom 2.9% in tier
Delinquency Rate 1.5%
+3.4% YoY-12.8% QoQ
+0.8 0.8%
+7.1% YoY
2.3%
+3.6% YoY
1.2%
+3.4% YoY
Bottom 10.2% in tier
Loan To Share 60.9%
-0.0% YoY-0.5% QoQ
-9.6% 70.4%
-0.4% YoY
60.4%
-2.3% YoY
65.6%
-1.4% YoY
29%
AMR $16,742
-2.0% YoY-0.2% QoQ
$-8K $24,918
+2.7% YoY
$22,450
-2.0% YoY
$19,920
+1.6% YoY
15%
CD Concentration 9.9%
-3.0% YoY-2.2% QoQ
-14.3% 24.3% 15.4% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 0.1% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Stagnation Risk

risk
#102 of 570 • Bottom 50.0% 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): -2.51%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -4.50%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 1.54%
(Tier: 0.76%, National: 1.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Efficiency Drag

risk
#186 of 596 • Bottom 50.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 101.18%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -0.57% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): -2.51%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 CUs YoY | Rank worsening

Accelerating Exit Risk

decline
#22 of 53 • Bottom 50.0% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -2.51%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
AMR Growth (YoY): -2.03%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
53 of 1070 Mid-Small & Community CUs have this signature | 66 nationally
→ No prior data (53 CUs now) | New qualifier

Membership Headwinds

decline
#299 of 570 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -2.51%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Shrinking Wallet Share

decline
#147 of 238 • 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): -2.03%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 1070 Mid-Small & Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | Rank improving

Institutional Decline

decline
#200 of 250 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $105.12M
(Tier: $334.04M, National: $578.34M)
worse than tier avg
Member Growth (YoY): -2.51%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -4.50%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
250 of 1070 Mid-Small & Community CUs have this signature | 289 nationally
→ No prior data (250 CUs now) | New qualifier

Credit Quality Pressure

risk
#584 of 727 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.05% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
727 of 1070 Mid-Small & Community CUs have this signature | 1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

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 1070 peers in tier

Top Strengths (2 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.61%
#1 of 1070 Top 0.1% in 100M-500M tier
107
Share Certificate Concentration (%)
balance_sheet
Value: 9.93%
Peer Median: 23.10%
#107 of 1070 Top 9.9% in 100M-500M tier

Top Weaknesses (15 metrics)

1040
Efficiency Ratio
profitability
Value: 101.18%
Peer Median: 78.68%
#1040 of 1070 Bottom 2.9% in 100M-500M tier
1037
Return on Assets (ROA)
profitability
Value: -0.48%
Peer Median: 0.69%
#1037 of 1070 Bottom 3.2% in 100M-500M tier
1028
Total Assets
balance_sheet
Value: $105.12M
Peer Median: $196.57M
#1028 of 1070 Bottom 4.0% in 100M-500M tier
1025
Deposit Growth Rate
growth
Value: -4.48%
Peer Median: 3.30%
#1025 of 1070 Bottom 4.3% in 100M-500M tier
1018
Asset Growth Rate
growth
Value: -3.62%
Peer Median: 3.91%
#1018 of 1070 Bottom 5.0% in 100M-500M tier
1003
Total Deposits
balance_sheet
Value: $94.09M
Peer Median: $171.29M
#1003 of 1070 Bottom 6.4% in 100M-500M tier
987
First Mortgage Concentration (%)
balance_sheet
Value: 56.90%
Peer Median: 29.47%
#987 of 1070 Bottom 7.9% in 100M-500M tier
970
Total Loans
balance_sheet
Value: $57.27M
Peer Median: $121.41M
#970 of 1070 Bottom 9.4% in 100M-500M tier
962
Total Delinquency Rate (60+ days)
risk
Value: 1.54%
Peer Median: 0.61%
#962 of 1070 Bottom 10.2% in 100M-500M tier
950
AMR Growth Rate
growth
Value: -2.03%
Peer Median: 3.46%
#950 of 1070 Bottom 11.3% in 100M-500M tier
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