BlastPoint's Credit Union Scorecard

SYMPHONY

Charter #18861 · MA

<100M
2556 CUs in <100M nationally 67 in MA

SYMPHONY has 4 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.36% above tier average
  • + Loan Growth Rate: Top 7.0% in tier
  • + Net Charge-Off Rate: Top 8.1% in tier
  • + Loan-to-Share Ratio: Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Efficiency ratio 1.32% above tier (higher cost structure)
  • - Delinquency rate 10.45% above tier average
  • - Total Delinquency Rate (60+ days): Bottom 1.9% in tier
  • - Fee Income Per Member: Bottom 3.3% in tier
  • - Total Members: Bottom 5.0% in tier
  • - Members Per Employee (MPE): Bottom 6.4% in tier
  • - Net Worth Ratio: Bottom 7.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 212
+0.5% YoY-3.2% QoQ
-2.4K 2,615
-1.9% YoY
27,118
+2.4% YoY
33,374
+5.7% YoY
Bottom 5.0% in tier
Assets $2.1M
+0.6% YoY+2.8% QoQ
$-28.1M $30.1M
+2.1% YoY
$450.6M
+5.5% YoY
$561.6M
+9.7% YoY
Bottom 10.0% in tier
Loans $1.7M
+13.4% YoY-5.4% QoQ
$-14.0M $15.8M
-1.3% YoY
$346.1M
+3.6% YoY
$397.0M
+8.8% YoY
16%
Deposits $1.9M
+0.5% YoY+2.5% QoQ
$-23.8M $25.7M
+1.4% YoY
$377.7M
+7.2% YoY
$477.3M
+9.7% YoY
Bottom 11.1% in tier

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Tier 1
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ROA 0.6%
-140.9% YoY+59.8% QoQ
+0.0% 0.6%
+10.8% YoY
0.6%
+6.8% YoY
0.7%
+15.9% YoY
44%
NIM 4.3%
+9.3% YoY+2.8% QoQ
+0.4% 4.0%
+4.0% YoY
3.3%
+4.1% YoY
3.8%
+5.1% YoY
67%
Efficiency Ratio 83.9%
-38.3% YoY-4.3% QoQ
+1.3% 82.6%
-2.3% YoY
81.2%
-12.2% YoY
79.7%
-3.3% YoY
61%
Delinquency Rate 12.0%
+18.6% QoQ
+10.5 1.6%
-3.1% YoY
0.9%
+13.0% YoY
1.3%
-2.1% YoY
Bottom 1.9% in tier
Loan To Share 91.0%
+12.8% YoY-7.7% QoQ
+30.4% 60.6%
-3.1% YoY
73.5%
-2.0% YoY
67.4%
-1.7% YoY
Top 9.2% in tier
AMR $17,018
+5.8% YoY+1.8% QoQ
+$2K $14,783
-1.4% YoY
$25,262
+4.8% YoY
$19,687
+2.0% YoY
67%
CD Concentration 36.2%
+0.7% YoY+0.8% QoQ
+11.7% 24.4% 25.0% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.4% 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 (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.1% in <100M tier
180
Loan Growth Rate
growth
Value: 13.38%
Peer Median: -
#180 of 2556 Top 7.0% in <100M tier
208
Net Charge-Off Rate
risk
Value: 0.00%
Peer Median: -
#208 of 2556 Top 8.1% in <100M tier
234
Loan-to-Share Ratio
balance_sheet
Value: 91.02%
Peer Median: -
#234 of 2556 Top 9.1% in <100M tier
450
Loan-to-Member Ratio (LMR)
engagement
Value: $8,109
Peer Median: -
#450 of 2556 Top 17.6% in <100M tier
597
AMR Growth Rate
growth
Value: 5.77%
Peer Median: -
#597 of 2556 Top 23.3% in <100M tier

Top Weaknesses (9 metrics)

2509
Total Delinquency Rate (60+ days)
risk
Value: 12.01%
Peer Median: -
#2509 of 2556 Bottom 1.9% in <100M tier
2473
Fee Income Per Member
profitability
Value: $0.00
Peer Median: -
#2473 of 2556 Bottom 3.3% in <100M tier
2428
Total Members
engagement
Value: 212
Peer Median: -
#2428 of 2556 Bottom 5.0% in <100M tier
2393
Members Per Employee (MPE)
engagement
Value: 106.000
Peer Median: -
#2393 of 2556 Bottom 6.4% in <100M tier
2376
Net Worth Ratio
risk
Value: 8.52%
Peer Median: -
#2376 of 2556 Bottom 7.1% in <100M tier
2300
Total Assets
balance_sheet
Value: $2.09M
Peer Median: -
#2300 of 2556 Bottom 10.1% in <100M tier
2285
Share Certificate Concentration (%)
balance_sheet
Value: 36.16%
Peer Median: -
#2285 of 2556 Bottom 10.6% in <100M tier
2273
Total Deposits
balance_sheet
Value: $1.89M
Peer Median: -
#2273 of 2556 Bottom 11.1% in <100M tier
2154
Total Loans
balance_sheet
Value: $1.72M
Peer Median: -
#2154 of 2556 Bottom 15.8% in <100M tier
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