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BlastPoint's Credit Union Scorecard

SYMPHONY

Charter #18861 · MA

<100M
2508 CUs in <100M nationally 66 in MA

SYMPHONY has 2 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 2.81% above tier average
  • + Net Interest Margin 0.62% above tier average

Key Concerns

Areas that may need attention

  • - Delinquency rate 0.35% above tier average
  • - Fee Income Per Member: Bottom 4.7% in tier
  • - Total Members: Bottom 4.9% in tier
  • - Members Per Employee (MPE): Bottom 6.5% in tier
  • - Share Certificate Concentration (%): Bottom 9.5% in tier
  • - Total Assets: Bottom 10.0% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 209
-1.9% YoY-1.4% QoQ
-2.5K 2,676
+1.6% YoY
33,485
+24.8% YoY
33,913
+5.7% YoY
Bottom 4.9% in tier
Assets $2.1M
+2.4% YoY+2.5% QoQ
$-28.1M $30.2M
+1.3% YoY
$590.7M
+35.2% YoY
$578.3M
+9.0% YoY
Bottom 9.9% in tier
Loans $1.5M
-5.8% YoY-14.2% QoQ
$-13.8M $15.3M
-2.0% YoY
$447.1M
+33.6% YoY
$402.4M
+8.7% YoY
Bottom 14.8% in tier
Deposits $1.9M
+2.2% YoY+2.4% QoQ
$-23.8M $25.8M
+0.7% YoY
$496.3M
+36.0% YoY
$494.3M
+9.1% YoY
Bottom 11.2% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 3.0%
-1378.1% YoY+409.9% QoQ
+2.8% 0.1%
-77.6% YoY
0.7%
+27.7% YoY
0.4%
-39.2% YoY
Top 2.2% in tier
NIM 4.6%
+32.5% YoY+7.4% QoQ
+0.6% 4.0%
+4.0% YoY
3.3%
+3.6% YoY
3.8%
+4.1% YoY
80%
Efficiency Ratio 61.6%
-42.3% YoY-26.6% QoQ
-29.1% 90.6%
+6.5% YoY
80.2%
-4.6% YoY
84.6%
+2.8% YoY
Top 13.7% in tier
Delinquency Rate 1.9%
-84.1% YoY-84.6% QoQ
+0.3 1.5%
+3.8% YoY
0.7%
-9.8% YoY
1.2%
+3.4% YoY
79%
Loan To Share 76.3%
-7.8% YoY-16.2% QoQ
+17.8% 58.5%
-3.0% YoY
71.5%
-1.7% YoY
65.6%
-1.4% YoY
77%
AMR $16,316
+0.5% YoY-4.1% QoQ
+$1K $14,884
-1.7% YoY
$25,479
+3.4% YoY
$19,920
+1.6% YoY
62%
CD Concentration 37.4%
+0.9% YoY+3.5% QoQ
+13.1% 24.3% 25.2% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.3% 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 (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2508 Top 0.1% in <100M tier
55
Return on Assets (ROA)
profitability
Value: 2.96%
Peer Median: 0.61%
#55 of 2508 Top 2.2% in <100M tier
345
Efficiency Ratio
profitability
Value: 61.57%
Peer Median: 81.45%
#345 of 2508 Top 13.7% in <100M tier
490
Net Interest Margin (NIM)
profitability
Value: 4.63%
Peer Median: 3.83%
#490 of 2508 Top 19.5% 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
583
Loan-to-Share Ratio
balance_sheet
Value: 76.30%
Peer Median: 58.72%
#583 of 2508 Top 23.2% in <100M tier
613
Loan-to-Member Ratio (LMR)
engagement
Value: $7,061
Peer Median: $4,923
#613 of 2508 Top 24.4% in <100M tier

Top Weaknesses (9 metrics)

2390
Fee Income Per Member
profitability
Value: $0.00
Peer Median: $60.42
#2390 of 2508 Bottom 4.7% in <100M tier
2385
Total Members
engagement
Value: 209
Peer Median: 1,918
#2385 of 2508 Bottom 4.9% in <100M tier
2345
Members Per Employee (MPE)
engagement
Value: 104.500
Peer Median: 333.750
#2345 of 2508 Bottom 6.5% in <100M tier
2271
Share Certificate Concentration (%)
balance_sheet
Value: 37.40%
Peer Median: 12.45%
#2271 of 2508 Bottom 9.5% in <100M tier
2259
Total Assets
balance_sheet
Value: $2.14M
Peer Median: $21.86M
#2259 of 2508 Bottom 10.0% in <100M tier
2248
Net Worth Ratio
risk
Value: 9.05%
Peer Median: 14.28%
#2248 of 2508 Bottom 10.4% in <100M tier
2227
Total Deposits
balance_sheet
Value: $1.93M
Peer Median: $18.77M
#2227 of 2508 Bottom 11.2% in <100M tier
2138
Total Loans
balance_sheet
Value: $1.48M
Peer Median: $9.48M
#2138 of 2508 Bottom 14.8% in <100M tier
1984
Total Delinquency Rate (60+ days)
risk
Value: 1.85%
Peer Median: 0.65%
#1984 of 2508 Bottom 20.9% in <100M tier
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