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BlastPoint's Credit Union Scorecard

ADVANZ

Charter #19853 · KY

100M-500M
1024 CUs in 100M-500M nationally 10 in KY

ADVANZ has 1 strength but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier

Key Concerns

Areas that may need attention

  • - Cost Spiral: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - ROA 0.08% below tier average
  • - Efficiency ratio 0.77% above tier (higher cost structure)

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 10 that size in Kentucky.
  • Shares and deposits +4.0% year over year ($135M in shares and deposits).
  • Membership: 9,371 members, -1.9% vs a year ago.
  • Delinquency rate 0.54%.
  • Return on assets 0.78%.
  • Efficiency ratio 77.50% vs a 76.73% peer average.
  • Loan-to-share ratio 51.52% 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 (KY) National Avg Tier Percentile
Members 9,371
-1.9% YoY-0.0% QoQ
-5.8K 15,168
-2.6% YoY
19,704
+8.5% YoY
34,678
+6.6% YoY
28%
Assets $161.6M
+4.3% YoY+1.7% QoQ
$-70.4M $232.0M
+0.7% YoY
$329.2M
+13.7% YoY
$593.1M
+10.2% YoY
35%
Loans $69.8M
+4.3% YoY+0.3% QoQ
$-76.5M $146.3M
+0.2% YoY
$234.8M
+15.2% YoY
$418.6M
+10.1% YoY
16%
Deposits $135.5M
+4.0% YoY+1.9% QoQ
$-65.2M $200.7M
+0.2% YoY
$276.9M
+13.5% YoY
$504.8M
+10.3% YoY
33%

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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 0.8%
-47.5% YoY-13.6% QoQ
-0.1% 0.9%
+12.5% YoY
1.2%
+141.8% YoY
1.2%
+121.4% YoY
51%
NIM 3.5%
+0.6% YoY-0.5% QoQ
-0.2% 3.7%
+4.5% YoY
3.7%
+2.3% YoY
3.8%
+2.3% YoY
38%
Efficiency Ratio 77.5%
+17.3% YoY-1.0% QoQ
+0.8% 76.7%
-0.8% YoY
83.2%
+1.5% YoY
83.0%
-5.3% YoY
50%
Delinquency Rate 0.5%
-0.1% YoY+66.8% QoQ
-0.3 0.9%
+6.6% YoY
1.1%
+18.9% YoY
1.3%
+2.6% YoY
39%
Loan To Share 51.5%
+0.2% YoY-1.6% QoQ
-20.0% 71.5%
-0.3% YoY
64.3%
-0.2% YoY
66.4%
-1.4% YoY
Bottom 13.2% in tier
AMR $21,908
+6.1% YoY+1.4% QoQ
$-3K $25,107
+3.2% YoY
$17,761
+5.3% YoY
$20,028
-0.9% YoY
43%
CD Concentration 19.3%
+28.2% YoY+8.6% QoQ
-5.2% 24.6% 23.1% 20.0% 50%
Indirect Auto % 3.2%
-28.0% YoY-2.2% QoQ
-10.4% 13.6% 7.6% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#371 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 6.09%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (4)

Cost Spiral

risk
#36 of 95 • Bottom 50.0% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 11.44% points
(Tier: -0.48% points, National: -3.74% points)
worse than tier avg
Efficiency Ratio (Prior Year): 66.06%
(Tier: 77.10%, National: 86.72%)
but better than tier avg
95 of 1024 Mid-Small & Community CUs have this signature | 106 nationally
↑ Growing +30 CUs YoY | New qualifier

Membership Headwinds

decline
#352 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.86%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Margin Compression

decline
#92 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.78%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
ROA (Prior Year): 1.49%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.71% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 CUs YoY | New qualifier

Stagnation Risk

risk
#441 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.86%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 4.28%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.54%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

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 (1 metrics)

138
Net Worth Ratio
risk
Value: 15.63%
Peer Median: 11.71%
#138 of 1024 Top 13.4% in 100M-500M tier

Top Weaknesses (3 metrics)

902
Members Per Employee (MPE)
engagement
Value: 228.561
Peer Median: 310.924
#902 of 1024 Bottom 12.0% in 100M-500M tier
889
Loan-to-Share Ratio
balance_sheet
Value: 51.52%
Peer Median: 73.07%
#889 of 1024 Bottom 13.3% in 100M-500M tier
855
Total Loans
balance_sheet
Value: $69.80M
Peer Median: $124.04M
#855 of 1024 Bottom 16.6% in 100M-500M tier
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