BlastPoint's Credit Union Scorecard

SUNWEST

Charter #2226 · AZ

Community 500M-750M
167 CUs in 500M-750M nationally 3 in AZ
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SUNWEST has 2 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.43% above tier average
  • + First Mortgage Concentration (%): Top 4.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 19.0% in tier
  • - Indirect Auto Dependency: Bottom 81.0% in tier
  • - Shrinking Wallet Share: Bottom 88.5% in tier
  • - ROA 0.49% below tier average
  • - Efficiency ratio 9.78% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 7.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 43,450
+0.4% YoY+0.5% QoQ
+5.4K 38,079
-4.8% YoY
61,699
+4.0% YoY
33,913
+5.7% YoY
71%
Assets $530.4M
+0.3% YoY+2.7% QoQ
$-89.3M $619.7M
-0.2% YoY
$1.1B
+9.9% YoY
$578.3M
+9.0% YoY
17%
Loans $329.5M
-3.1% YoY-1.3% QoQ
$-89.9M $419.3M
-1.4% YoY
$678.0M
+10.6% YoY
$402.4M
+8.7% YoY
16%
Deposits $463.5M
-0.2% YoY+2.7% QoQ
$-76.0M $539.5M
-0.1% YoY
$945.2M
+9.4% YoY
$494.3M
+9.1% YoY
17%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.2%
-252.8% YoY+172.0% QoQ
-0.5% 0.7%
+36.0% YoY
0.7%
+1.0% YoY
0.4%
-39.2% YoY
17%
NIM 3.9%
+8.2% YoY+2.4% QoQ
+0.4% 3.5%
+4.5% YoY
3.9%
+0.5% YoY
3.8%
+4.1% YoY
81%
Efficiency Ratio 88.2%
-4.5% YoY+1.8% QoQ
+9.8% 78.4%
-3.7% YoY
76.9%
-1.0% YoY
84.6%
+2.8% YoY
83%
Delinquency Rate 0.3%
-70.0% YoY-50.6% QoQ
-0.4 0.7%
-0.9% YoY
0.8%
+8.3% YoY
1.2%
+3.4% YoY
19%
Loan To Share 71.1%
-2.9% YoY-3.9% QoQ
-6.6% 77.7%
-1.2% YoY
68.3%
-2.8% YoY
65.6%
-1.4% YoY
26%
AMR $18,251
-1.9% YoY+0.5% QoQ
$-9K $26,927
+3.1% YoY
$19,742
+4.3% YoY
$19,920
+1.6% YoY
Bottom 6.6% in tier
CD Concentration 23.6%
+12.6% YoY-7.4% QoQ
-0.7% 24.3% 17.3% 19.8% 48%
Indirect Auto % 23.7%
-4.1% YoY+3.7% QoQ
+9.9% 13.8% 21.9% 7.7% 76%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Efficiency Drag

risk
#162 of 596 • Bottom 19.0% in tier

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

Why This Signature
Efficiency Ratio: 88.16%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.32% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): 0.45%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
702 nationally
↓ Shrinking -84 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#155 of 238 • Bottom 88.5% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -1.87%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 284 Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#449 of 504 • Bottom 81.0% in tier

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

Why This Signature
Asset Growth (YoY): 0.28%
(Tier: 4.68%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 23.66%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 0.45%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
745 nationally
↓ Shrinking -29 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 167 peers in tier

Top Strengths (3 metrics)

9
First Mortgage Concentration (%)
balance_sheet
Value: 12.50%
Peer Median: 32.87%
#9 of 167 Top 4.8% in 500M-750M tier
31
Net Interest Margin (NIM)
profitability
Value: 3.90%
Peer Median: 3.48%
#31 of 167 Top 18.0% in 500M-750M tier
32
Total Delinquency Rate (60+ days)
risk
Value: 0.27%
Peer Median: 0.62%
#32 of 167 Top 18.6% in 500M-750M tier

Top Weaknesses (12 metrics)

156
Average Member Relationship (AMR)
engagement
Value: $18,251
Peer Median: $25,600
#156 of 167 Bottom 7.2% in 500M-750M tier
148
Loan Growth Rate
growth
Value: -3.13%
Peer Median: 4.25%
#148 of 167 Bottom 12.0% in 500M-750M tier
148
AMR Growth Rate
growth
Value: -1.87%
Peer Median: 4.03%
#148 of 167 Bottom 12.0% in 500M-750M tier
146
Loan-to-Member Ratio (LMR)
engagement
Value: $7,583
Peer Median: $11,231
#146 of 167 Bottom 13.2% in 500M-750M tier
140
Efficiency Ratio
profitability
Value: 88.16%
Peer Median: 78.61%
#140 of 167 Bottom 16.8% in 500M-750M tier
140
Total Loans
balance_sheet
Value: $329.48M
Peer Median: $427.27M
#140 of 167 Bottom 16.8% in 500M-750M tier
139
Deposit Growth Rate
growth
Value: -0.19%
Peer Median: 4.02%
#139 of 167 Bottom 17.4% in 500M-750M tier
139
Total Assets
balance_sheet
Value: $530.38M
Peer Median: $619.16M
#139 of 167 Bottom 17.4% in 500M-750M tier
138
Return on Assets (ROA)
profitability
Value: 0.19%
Peer Median: 0.61%
#138 of 167 Bottom 18.0% in 500M-750M tier
138
Total Deposits
balance_sheet
Value: $463.52M
Peer Median: $543.36M
#138 of 167 Bottom 18.0% in 500M-750M tier
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