BlastPoint's Credit Union Scorecard

SAN FRANCISCO LEE

Charter #16547 · CA

<100M
2556 CUs in <100M nationally 91 in CA

SAN FRANCISCO LEE has 4 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.75% above tier average
  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Net Worth Ratio: Top 0.7% in tier
  • + Net Charge-Off Rate: Top 8.1% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -11.3% YoY
  • - First Mortgage Concentration (%): Bottom 0.7% in tier
  • - Member Growth Rate: Bottom 4.4% in tier
  • - Fee Income Per Member: Bottom 6.3% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 539
-11.3% YoY-8.8% QoQ
-2.1K 2,615
-1.9% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
Bottom 14.6% in tier
Assets $10.9M
+0.7% YoY-0.2% QoQ
$-19.3M $30.1M
+2.1% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
34%
Loans $2.0M
-6.1% YoY-1.5% QoQ
$-13.7M $15.8M
-1.3% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
18%
Deposits $5.2M
-1.4% YoY-0.8% QoQ
$-20.5M $25.7M
+1.4% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
24%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.4%
-28.1% YoY-13.3% QoQ
+0.7% 0.6%
+10.8% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
80%
NIM 3.3%
-12.6% YoY-5.9% QoQ
-0.6% 4.0%
+4.0% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
29%
Efficiency Ratio 59.2%
+17.5% YoY+6.2% QoQ
-23.3% 82.6%
-2.3% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
Top 10.6% in tier
Delinquency Rate 0.0% -1.6 1.6%
-3.1% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
Top 0.1% in tier
Loan To Share 39.4%
-4.7% YoY-0.7% QoQ
-21.2% 60.6%
-3.1% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
19%
AMR $13,347
+9.7% YoY+8.5% QoQ
$-1K $14,783
-1.4% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
47%
CD Concentration 0.0%
-100.0% YoY
-24.4% 24.4% 21.7% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 9.2% 7.8% 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 2556 peers in tier

Top Strengths (8 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.1% in <100M tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.1% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.1% in <100M tier
19
Net Worth Ratio
risk
Value: 52.50%
Peer Median: -
#19 of 2556 Top 0.7% in <100M tier
208
Net Charge-Off Rate
risk
Value: 0.00%
Peer Median: -
#208 of 2556 Top 8.1% in <100M tier
273
Efficiency Ratio
profitability
Value: 59.22%
Peer Median: -
#273 of 2556 Top 10.6% in <100M tier
274
AMR Growth Rate
growth
Value: 9.65%
Peer Median: -
#274 of 2556 Top 10.7% in <100M tier
509
Return on Assets (ROA)
profitability
Value: 1.37%
Peer Median: -
#509 of 2556 Top 19.9% in <100M tier

Top Weaknesses (7 metrics)

2540
First Mortgage Concentration (%)
balance_sheet
Value: 96.21%
Peer Median: -
#2540 of 2556 Bottom 0.7% in <100M tier
2445
Member Growth Rate
growth
Value: -11.35%
Peer Median: -
#2445 of 2556 Bottom 4.4% in <100M tier
2396
Fee Income Per Member
profitability
Value: $0.76
Peer Median: -
#2396 of 2556 Bottom 6.3% in <100M tier
2181
Total Members
engagement
Value: 539
Peer Median: -
#2181 of 2556 Bottom 14.7% in <100M tier
2104
Total Loans
balance_sheet
Value: $2.03M
Peer Median: -
#2104 of 2556 Bottom 17.7% in <100M tier
2077
Loan-to-Share Ratio
balance_sheet
Value: 39.40%
Peer Median: -
#2077 of 2556 Bottom 18.8% in <100M tier
1947
Total Deposits
balance_sheet
Value: $5.16M
Peer Median: -
#1947 of 2556 Bottom 23.9% in <100M tier
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