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BlastPoint's Credit Union Scorecard

ASPEN

Charter #17224 · SD

100M-500M
1024 CUs in 100M-500M nationally 9 in SD

ASPEN has 8 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 50.0% in tier
  • + ROA 0.33% above tier average
  • + Strong member growth: 9.6% YoY
  • + Loan-to-Share Ratio: Top 3.1% in tier
  • + Member Growth Rate: Top 3.5% in tier
  • + Fee Income Per Member: Top 5.4% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.8% in tier
  • + Asset Growth Rate: Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Net Worth Ratio: Bottom 5.8% 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 9 that size in South Dakota.
  • Shares and deposits +6.2% year over year ($153M in shares and deposits).
  • Membership: 8,449 members, +9.6% vs a year ago.
  • Delinquency rate 0.43%.
  • Return on assets 1.19%.
  • Efficiency ratio 71.14% vs a 76.73% peer average.
  • Loan-to-share ratio 98.43% 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 (SD) National Avg Tier Percentile
Members 8,449
+9.6% YoY+0.8% QoQ
-6.7K 15,168
-2.6% YoY
10,596
+0.4% YoY
34,678
+6.6% YoY
21%
Assets $173.0M
+10.1% YoY+3.5% QoQ
$-59.0M $232.0M
+0.7% YoY
$187.3M
+5.8% YoY
$593.1M
+10.2% YoY
40%
Loans $150.3M
+9.0% YoY+3.6% QoQ
+$4.0M $146.3M
+0.2% YoY
$126.7M
+3.4% YoY
$418.6M
+10.1% YoY
61%
Deposits $152.7M
+6.2% YoY+2.9% QoQ
$-48.0M $200.7M
+0.2% YoY
$165.1M
+5.0% YoY
$504.8M
+10.3% YoY
42%

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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 1.2%
+15.4% YoY-29.4% QoQ
+0.3% 0.9%
+12.5% YoY
1.2%
+16.4% YoY
1.2%
+121.4% YoY
75%
NIM 3.7%
-4.1% YoY-10.4% QoQ
+0.0% 3.7%
+4.5% YoY
4.3%
+7.8% YoY
3.8%
+2.3% YoY
52%
Efficiency Ratio 71.1%
-2.0% YoY+11.1% QoQ
-5.6% 76.7%
-0.8% YoY
77.2%
-0.2% YoY
83.0%
-5.3% YoY
29%
Delinquency Rate 0.4%
-25.2% YoY-2.6% QoQ
-0.5 0.9%
+6.6% YoY
1.0%
+21.8% YoY
1.3%
+2.6% YoY
30%
Loan To Share 98.4%
+2.6% YoY+0.7% QoQ
+26.9% 71.5%
-0.3% YoY
72.5%
-0.5% YoY
66.4%
-1.4% YoY
Top 3.2% in tier
AMR $35,857
-1.9% YoY+2.4% QoQ
+$11K $25,107
+3.2% YoY
$22,000
+3.5% YoY
$20,028
-0.9% YoY
Top 9.7% in tier
CD Concentration 35.0%
+12.9% YoY+3.7% QoQ
+10.4% 24.6% 29.4% 20.0% 50%
Indirect Auto % 15.7%
-6.2% YoY-1.0% QoQ
+2.1% 13.6% 8.1% 7.7% 50%

Signature Analysis

Strengths (1)

Emerging Performer

growth
#21 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: 1.19%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 9.63%
(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

Concerns (3)

Liquidity Strain

risk
#38 of 224 • Bottom 50.0% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 98.43%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 8.96%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#135 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): -1.89%
(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 | New qualifier

Indirect Auto Dependency

risk
#368 of 476 • Bottom 50.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 10.10%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 15.74%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 9.63%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY

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 (8 metrics)

33
Loan-to-Share Ratio
balance_sheet
Value: 98.43%
Peer Median: 73.07%
#33 of 1024 Top 3.1% in 100M-500M tier
37
Member Growth Rate
growth
Value: 9.63%
Peer Median: -0.03%
#37 of 1024 Top 3.5% in 100M-500M tier
56
Fee Income Per Member
profitability
Value: $296.73
Peer Median: $159.88
#56 of 1024 Top 5.4% in 100M-500M tier
60
Loan-to-Member Ratio (LMR)
engagement
Value: $17,787
Peer Median: $9,434
#60 of 1024 Top 5.8% in 100M-500M tier
99
Asset Growth Rate
growth
Value: 10.10%
Peer Median: 4.12%
#99 of 1024 Top 9.6% in 100M-500M tier
99
Average Member Relationship (AMR)
engagement
Value: $35,857
Peer Median: $23,006
#99 of 1024 Top 9.6% in 100M-500M tier
207
Loan Growth Rate
growth
Value: 8.96%
Peer Median: 3.02%
#207 of 1024 Top 20.1% in 100M-500M tier
252
Return on Assets (ROA)
profitability
Value: 1.19%
Peer Median: 0.75%
#252 of 1024 Top 24.5% in 100M-500M tier

Top Weaknesses (5 metrics)

966
Net Worth Ratio
risk
Value: 8.44%
Peer Median: 11.71%
#966 of 1024 Bottom 5.8% in 100M-500M tier
916
AMR Growth Rate
growth
Value: -1.89%
Peer Median: 3.53%
#916 of 1024 Bottom 10.6% in 100M-500M tier
862
Share Certificate Concentration (%)
balance_sheet
Value: 34.98%
Peer Median: 23.39%
#862 of 1024 Bottom 15.9% in 100M-500M tier
807
Total Members
engagement
Value: 8,449
Peer Median: 13,128
#807 of 1024 Bottom 21.3% in 100M-500M tier
792
Members Per Employee (MPE)
engagement
Value: 256.030
Peer Median: 310.924
#792 of 1024 Bottom 22.8% in 100M-500M tier
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