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BlastPoint's Credit Union Scorecard

SAN FRANCISCO LEE

Charter #16547 · CA

<100M
2508 CUs in <100M nationally 92 in CA

SAN FRANCISCO LEE has 2 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Delinquency Rate (60+ days): Top 0.1% in tier
  • + Net Worth Ratio: Top 0.7% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.13% below tier average
  • - Efficiency ratio 8.54% above tier (higher cost structure)
  • - Member decline: -9.7% YoY
  • - First Mortgage Concentration (%): Bottom 0.6% in tier
  • - Fee Income Per Member: Bottom 5.1% in tier
  • - Member Growth Rate: Bottom 6.4% in tier
  • - Net Interest Margin (NIM): Bottom 7.8% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 532
-9.7% YoY-1.3% QoQ
-2.1K 2,676
+1.6% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
Bottom 14.6% in tier
Assets $10.7M
+0.8% YoY-1.1% QoQ
$-19.4M $30.2M
+1.3% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
33%
Loans $2.0M
-5.9% YoY-1.6% QoQ
$-13.3M $15.3M
-2.0% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
18%
Deposits $5.0M
-0.2% YoY-2.3% QoQ
$-20.7M $25.8M
+0.7% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
23%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.0%
-98.9% YoY-98.5% QoQ
-0.1% 0.1%
-77.6% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
22%
NIM 2.5%
-41.4% YoY-25.1% QoQ
-1.5% 4.0%
+4.0% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
Bottom 7.8% in tier
Efficiency Ratio 99.2%
+82.1% YoY+67.5% QoQ
+8.5% 90.6%
+6.5% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
83%
Delinquency Rate 0.0% -1.5 1.5%
+3.8% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
Top 0.1% in tier
Loan To Share 39.7%
-5.7% YoY+0.7% QoQ
-18.8% 58.5%
-3.0% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
22%
AMR $13,240
+8.6% YoY-0.8% QoQ
$-2K $14,884
-1.7% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
46%
CD Concentration 0.0% -24.3% 24.3% 21.6% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 9.0% 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 2508 peers in tier

Top Strengths (6 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Median: 0.65%
#1 of 2508 Top 0.1% in <100M tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2508 Top 0.1% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 12.45%
#1 of 2508 Top 0.1% in <100M tier
18
Net Worth Ratio
risk
Value: 53.08%
Peer Median: 14.28%
#18 of 2508 Top 0.7% in <100M tier
316
AMR Growth Rate
growth
Value: 8.65%
Peer Median: 1.27%
#316 of 2508 Top 12.6% in <100M tier
510
Net Charge-Off Rate
risk
Value: 0.00%
Peer Median: 0.07%
#510 of 2508 Top 20.3% in <100M tier

Top Weaknesses (10 metrics)

2495
First Mortgage Concentration (%)
balance_sheet
Value: 96.69%
Peer Median: 3.66%
#2495 of 2508 Bottom 0.6% in <100M tier
2381
Fee Income Per Member
profitability
Value: $0.04
Peer Median: $60.42
#2381 of 2508 Bottom 5.1% in <100M tier
2348
Member Growth Rate
growth
Value: -9.68%
Peer Median: -1.37%
#2348 of 2508 Bottom 6.4% in <100M tier
2313
Net Interest Margin (NIM)
profitability
Value: 2.51%
Peer Median: 3.83%
#2313 of 2508 Bottom 7.8% in <100M tier
2139
Total Members
engagement
Value: 532
Peer Median: 1,918
#2139 of 2508 Bottom 14.8% in <100M tier
2088
Efficiency Ratio
profitability
Value: 99.17%
Peer Median: 81.45%
#2088 of 2508 Bottom 16.8% in <100M tier
2061
Total Loans
balance_sheet
Value: $2.00M
Peer Median: $9.48M
#2061 of 2508 Bottom 17.9% in <100M tier
1959
Loan-to-Share Ratio
balance_sheet
Value: 39.69%
Peer Median: 58.72%
#1959 of 2508 Bottom 21.9% in <100M tier
1958
Return on Assets (ROA)
profitability
Value: 0.02%
Peer Median: 0.61%
#1958 of 2508 Bottom 22.0% in <100M tier
1930
Total Deposits
balance_sheet
Value: $5.04M
Peer Median: $18.77M
#1930 of 2508 Bottom 23.1% in <100M tier
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