BlastPoint's Credit Union Scorecard

PUBLIX EMPLOYEES

Charter #23020 · FL

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 18 in FL
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PUBLIX EMPLOYEES has 14 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 1.7% in tier
  • + Emerging Performer: Top 12.7% in tier
  • + Organic Growth Leader: Top 12.8% in tier
  • + Wallet Share Momentum: Top 18.3% in tier
  • + Credit Quality Leader: Top 34.0% in tier
  • + Profitability Leader: Top 75.5% in tier
  • + ROA 0.40% above tier average
  • + Net Interest Margin 0.27% above tier average
  • + Strong member growth: 5.0% YoY
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Loan Growth Rate: Top 2.0% in tier
  • + AMR Growth Rate: Top 5.9% in tier
  • + Total Delinquency Rate (60+ days): Top 7.6% in tier
  • + Share Certificate Concentration (%): Top 9.9% in tier

Key Concerns

Areas that may need attention

  • - Loan-to-Member Ratio (LMR): Bottom 5.3% in tier
  • - Average Member Relationship (AMR): Bottom 7.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 121,710
+5.0% YoY+1.4% QoQ
+23.0K 98,678
-1.9% YoY
69,671
+4.3% YoY
33,089
+6.1% YoY
74%
Assets $1.6B
+6.0% YoY+1.8% QoQ
$-78.2M $1.7B
+0.5% YoY
$1.1B
+3.8% YoY
$547.7M
+7.8% YoY
56%
Loans $994.6M
+27.9% YoY+3.2% QoQ
$-238.5M $1.2B
+0.5% YoY
$773.4M
+7.4% YoY
$388.7M
+8.6% YoY
38%
Deposits $1.5B
+10.7% YoY+1.1% QoQ
$-3.3M $1.5B
+1.3% YoY
$908.2M
+6.5% YoY
$464.6M
+9.3% YoY
58%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.1%
+218.7% YoY-1.2% QoQ
+0.4% 0.7%
+13.4% YoY
0.6%
+15.9% YoY
0.7%
+273.4% YoY
83%
NIM 3.5%
+11.9% YoY-0.4% QoQ
+0.3% 3.3%
+9.3% YoY
3.6%
+6.7% YoY
3.7%
+5.0% YoY
68%
Efficiency Ratio 70.8%
-14.5% YoY+1.1% QoQ
-3.1% 74.0%
-10.9% YoY
79.0%
+0.0% YoY
79.1%
-3.3% YoY
34%
Delinquency Rate 0.3%
-7.7% YoY+31.1% QoQ
-0.6 0.8%
+6.1% YoY
0.7%
+3.1% YoY
1.2%
-0.9% YoY
Bottom 7.6% in tier
Loan To Share 68.5%
+15.5% YoY+2.1% QoQ
-16.7% 85.2%
-0.8% YoY
71.2%
+0.4% YoY
68.0%
-1.7% YoY
Bottom 14.5% in tier
AMR $20,094
+11.5% YoY+0.5% QoQ
$-9K $29,172
+2.8% YoY
$22,283
+3.7% YoY
$19,418
+1.3% YoY
Bottom 7.6% in tier
CD Concentration 18.0%
+16.5% YoY+17.6% QoQ
-10.9% 29.0%
+0.7% YoY
23.4%
+4.5% YoY
19.6%
+6.2% YoY
Bottom 9.7% in tier
Indirect Auto % 0.0% -18.8% 18.8%
-3.0% YoY
10.9%
-1.4% YoY
7.9%
-2.9% YoY
Bottom 0.0% in tier

Signature Analysis

Strengths (6)

Organic Growth Engine

growth
#13 of 246 • Top 1.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.04%
(Tier: 3.18%, National: 9.37%)
better than tier avg
Return on Assets: 1.11%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 18.77%, National: 7.90%)
better than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank improving

Emerging Performer

growth
#10 of 72 • Top 12.7% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.11%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Member Growth (YoY): 5.04%
(Tier: 3.18%, National: 9.37%)
better than tier avg
72 of 380 Mid-Market CUs have this signature | 288 nationally
↑ Growing +13 CUs YoY | New qualifier

Organic Growth Leader

growth
#51 of 138 • Top 12.8% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 5.04%
(Tier: 3.18%, National: 9.37%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 18.77%, National: 7.90%)
better than tier avg
138 of 380 Mid-Market CUs have this signature | 608 nationally
↑ Growing +11 CUs YoY | Rank improving

Wallet Share Momentum

growth
#22 of 116 • Top 18.3% in tier

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

Why This Signature
AMR Growth (YoY): 11.47%
(Tier: 3.04%, National: 4.19%)
better than tier avg
116 of 380 Mid-Market CUs have this signature | 620 nationally
↑ Growing +38 CUs YoY | New qualifier

Credit Quality Leader

growth
#33 of 95 • Top 34.0% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.26%
(Tier: 0.83%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): -0.02% points
(Tier: 0.07% points, National: 0.07% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank improving

Profitability Leader

growth
#72 of 95 • Top 75.5% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.11%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.76% points
(Tier: 0.07% points, National: 0.05% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | New qualifier

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 304 peers in tier

Top Strengths (10 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 304 Top 0.0% in 1B-3B tier
7
Loan Growth Rate
growth
Value: 27.85%
Peer Avg: -
#7 of 304 Top 2.0% in 1B-3B tier
19
AMR Growth Rate
growth
Value: 11.47%
Peer Avg: -
#19 of 304 Top 5.9% in 1B-3B tier
24
Total Delinquency Rate (60+ days)
risk
Value: 0.26%
Peer Avg: -
#24 of 304 Top 7.6% in 1B-3B tier
31
Share Certificate Concentration (%)
balance_sheet
Value: 18.04%
Peer Avg: -
#31 of 304 Top 9.9% in 1B-3B tier
35
Members Per Employee (MPE)
engagement
Value: 462.776
Peer Avg: -
#35 of 304 Top 11.2% in 1B-3B tier
38
Deposit Growth Rate
growth
Value: 10.69%
Peer Avg: -
#38 of 304 Top 12.2% in 1B-3B tier
51
Return on Assets (ROA)
profitability
Value: 1.11%
Peer Avg: -
#51 of 304 Top 16.4% in 1B-3B tier
60
Member Growth Rate
growth
Value: 5.04%
Peer Avg: -
#60 of 304 Top 19.4% in 1B-3B tier
70
First Mortgage Concentration (%)
balance_sheet
Value: 22.46%
Peer Avg: -
#70 of 304 Top 22.7% in 1B-3B tier

Top Weaknesses (4 metrics)

289
Loan-to-Member Ratio (LMR)
engagement
Value: $8,172
Peer Avg: -
#289 of 304 Bottom 5.3% in 1B-3B tier
281
Average Member Relationship (AMR)
engagement
Value: $20,094
Peer Avg: -
#281 of 304 Bottom 7.9% in 1B-3B tier
260
Loan-to-Share Ratio
balance_sheet
Value: 68.54%
Peer Avg: -
#260 of 304 Bottom 14.8% in 1B-3B tier
232
Fee Income Per Member
profitability
Value: $161.94
Peer Avg: -
#232 of 304 Bottom 24.0% in 1B-3B tier
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