BlastPoint's Credit Union Scorecard

SUNWEST

Charter #2226 · AZ

Community 500M-750M
169 CUs in 500M-750M nationally 3 in AZ
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SUNWEST has 3 strengths but faces 12 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 37.7% in tier
  • + Net Interest Margin 0.32% above tier average
  • + First Mortgage Concentration (%): Top 5.9% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 2.6% in tier
  • - Institutional Decline: Bottom 6.0% in tier
  • - Efficiency Drag: Bottom 14.1% in tier
  • - Stagnation Risk: Bottom 23.0% in tier
  • - Indirect Auto Dependency: Bottom 29.0% in tier
  • - ROA 0.66% below tier average
  • - Efficiency ratio 9.65% above tier (higher cost structure)
  • - Member decline: -9.0% YoY
  • - Member Growth Rate: Bottom 1.8% in tier
  • - Asset Growth Rate: Bottom 5.9% in tier
  • - Total Assets: Bottom 8.9% in tier
  • - Total Deposits: Bottom 8.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 40,916
-9.0% YoY-5.6% QoQ
+1.2K 39,752
-2.7% YoY
60,829
+5.9% YoY
33,089
+6.1% YoY
59%
Assets $516.0M
-6.0% YoY-1.7% QoQ
$-106.4M $622.4M
+0.3% YoY
$1.0B
+8.7% YoY
$547.7M
+7.8% YoY
Bottom 8.3% in tier
Loans $334.7M
-1.9% YoY-1.0% QoQ
$-101.3M $435.9M
-0.4% YoY
$651.1M
+13.2% YoY
$388.7M
+8.6% YoY
Bottom 13.0% in tier
Deposits $450.8M
-0.7% YoY-1.9% QoQ
$-87.2M $538.0M
+1.3% YoY
$883.8M
+10.9% YoY
$464.6M
+9.3% YoY
Bottom 8.3% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.0%
-103.2% YoY-80.8% QoQ
-0.7% 0.7%
+33.9% YoY
0.8%
+38.7% YoY
0.7%
+273.4% YoY
Bottom 5.9% in tier
NIM 3.7%
+23.6% YoY+2.3% QoQ
+0.3% 3.4%
+8.6% YoY
4.0%
+6.6% YoY
3.7%
+5.0% YoY
75%
Efficiency Ratio 87.7%
-3.3% YoY-0.8% QoQ
+9.7% 78.1%
-3.4% YoY
75.3%
-3.3% YoY
79.1%
-3.3% YoY
85%
Delinquency Rate 0.6%
-27.9% YoY-27.8% QoQ
-0.2 0.8%
-4.9% YoY
0.9%
+2.1% YoY
1.2%
-0.9% YoY
48%
Loan To Share 74.2%
-1.2% YoY+0.9% QoQ
-6.8% 81.0%
-1.8% YoY
71.1%
-3.6% YoY
68.0%
-1.7% YoY
28%
AMR $19,198
+8.6% YoY+4.3% QoQ
$-7K $26,482
+2.6% YoY
$19,058
+3.8% YoY
$19,418
+1.3% YoY
Bottom 11.2% in tier
CD Concentration 23.5%
+20.0% YoY+2.6% QoQ
-0.9% 24.4%
+4.2% YoY
16.8%
+14.1% YoY
19.6%
+6.2% YoY
47%
Indirect Auto % 21.7%
-15.7% YoY-5.8% QoQ
+7.7% 14.0%
-5.7% YoY
23.2%
-8.0% YoY
7.9%
-2.9% YoY
73%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#182 of 481 • Top 37.7% in tier

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

Why This Signature
AMR Growth (YoY): 8.56%
(Tier: 3.68%, National: 4.19%)
better than tier avg
620 nationally
↑ Growing +201 CUs YoY | Rank worsening

Concerns (5)

Membership Headwinds

decline
#44 of 550 • Bottom 2.6% in tier

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

Why This Signature
Member Growth (YoY): -9.04%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
648 nationally
→ Stable (555→550 CUs) -5 CUs YoY | Rank worsening

Institutional Decline

decline
#48 of 256 • Bottom 6.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $515.98M
(Tier: $331.87M, National: $547.69M)
but better than tier avg
Member Growth (YoY): -9.04%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
Loan Growth (YoY): -1.95%
(Tier: 3.65%, National: 36.38%)
worse than tier avg
256 of 281 Community CUs have this signature | 293 nationally
↓ Shrinking -43 CUs YoY | Rank worsening

Efficiency Drag

risk
#249 of 521 • Bottom 14.1% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 87.75%
(Tier: 77.15%, National: 79.10%)
worse than tier avg
ROA Change (YoY): 0.05% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
Member Growth (YoY): -9.04%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
624 nationally
↓ Shrinking -113 CUs YoY | Rank worsening

Stagnation Risk

risk
#380 of 550 • Bottom 23.0% in tier

Membership declining year-over-year. Shrinking member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -9.04%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
Loan Growth (YoY): -1.95%
(Tier: 3.65%, National: 36.38%)
worse than tier avg
Delinquency Rate: 0.64%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
648 nationally
→ Stable (555→550 CUs) -5 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#467 of 525 • Bottom 29.0% in tier

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

Why This Signature
Asset Growth (YoY): -6.02%
(Tier: 4.61%, National: 3.04%)
worse than tier avg
Indirect Auto %: 21.66%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): -9.04%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
768 nationally
↓ Shrinking -18 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 169 peers in tier

Top Strengths (3 metrics)

11
First Mortgage Concentration (%)
balance_sheet
Value: 12.89%
Peer Avg: -
#11 of 169 Top 5.9% in 500M-750M tier
22
AMR Growth Rate
growth
Value: 8.56%
Peer Avg: -
#22 of 169 Top 12.4% in 500M-750M tier
42
Net Interest Margin (NIM)
profitability
Value: 3.74%
Peer Avg: -
#42 of 169 Top 24.3% in 500M-750M tier

Top Weaknesses (13 metrics)

167
Member Growth Rate
growth
Value: -9.04%
Peer Avg: -
#167 of 169 Bottom 1.8% in 500M-750M tier
160
Asset Growth Rate
growth
Value: -6.02%
Peer Avg: -
#160 of 169 Bottom 5.9% in 500M-750M tier
159
Return on Assets (ROA)
profitability
Value: 0.00%
Peer Avg: -
#159 of 169 Bottom 6.5% in 500M-750M tier
155
Total Assets
balance_sheet
Value: $515.98M
Peer Avg: -
#155 of 169 Bottom 8.9% in 500M-750M tier
155
Total Deposits
balance_sheet
Value: $450.80M
Peer Avg: -
#155 of 169 Bottom 8.9% in 500M-750M tier
150
Average Member Relationship (AMR)
engagement
Value: $19,198
Peer Avg: -
#150 of 169 Bottom 11.8% in 500M-750M tier
148
Deposit Growth Rate
growth
Value: -0.73%
Peer Avg: -
#148 of 169 Bottom 13.0% in 500M-750M tier
147
Total Loans
balance_sheet
Value: $334.69M
Peer Avg: -
#147 of 169 Bottom 13.6% in 500M-750M tier
144
Efficiency Ratio
profitability
Value: 87.75%
Peer Avg: -
#144 of 169 Bottom 15.4% in 500M-750M tier
144
Net Charge-Off Rate
risk
Value: 0.94%
Peer Avg: -
#144 of 169 Bottom 15.4% in 500M-750M tier
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