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BlastPoint's Credit Union Scorecard

SYNERGY

Charter #23605 · TX

100M-500M
1024 CUs in 100M-500M nationally 74 in TX

SYNERGY has 7 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Relationship Depth Leader: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 0.35% above tier average
  • + Loan-to-Member Ratio (LMR): Top 2.9% in tier
  • + Average Member Relationship (AMR): Top 4.8% in tier
  • + Efficiency Ratio: Top 7.6% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 50.0% in tier
  • - Net Interest Margin (NIM): Bottom 9.0% in tier

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 74 that size in Texas.
  • Shares and deposits +6.5% year over year ($282M in shares and deposits).
  • Membership: 12,242 members, +1.2% vs a year ago.
  • Delinquency rate 0.29%.
  • Return on assets 1.21%.
  • Efficiency ratio 59.12% vs a 76.73% peer average.
  • Loan-to-share ratio 92.17% 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 (TX) National Avg Tier Percentile
Members 12,242
+1.2% YoY-0.6% QoQ
-2.9K 15,168
-2.6% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
45%
Assets $334.2M
+6.5% YoY-3.3% QoQ
+$102.2M $232.0M
+0.7% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
79%
Loans $259.7M
+1.2% YoY+1.3% QoQ
+$113.4M $146.3M
+0.2% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
Top 11.3% in tier
Deposits $281.8M
+6.5% YoY-4.1% QoQ
+$81.0M $200.7M
+0.2% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
78%

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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 1.2%
+34.0% YoY+33.9% QoQ
+0.3% 0.9%
+12.5% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
77%
NIM 2.8%
+12.0% YoY+5.1% QoQ
-0.8% 3.7%
+4.5% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
Bottom 8.9% in tier
Efficiency Ratio 59.1%
-10.1% YoY-8.9% QoQ
-17.6% 76.7%
-0.8% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
Top 7.6% in tier
Delinquency Rate 0.3%
-20.4% YoY-39.0% QoQ
-0.6 0.9%
+6.6% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
18%
Loan To Share 92.2%
-5.0% YoY+5.7% QoQ
+20.6% 71.5%
-0.3% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
Top 10.8% in tier
AMR $44,230
+2.7% YoY-1.0% QoQ
+$19K $25,107
+3.2% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
Top 4.9% in tier
CD Concentration 37.8%
-0.8% YoY+2.7% QoQ
+13.2% 24.6% 21.6% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 6.9% 7.7% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#155 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.22%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.21%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | New qualifier

Relationship Depth Leader

growth
#203 of 262 • Top 50.0% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 2.68%
(Tier: 3.97%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $4.1K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 1024 Mid-Small & Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | New qualifier

Organic Growth Leader

growth
#271 of 342 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.22%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | New qualifier

Concerns (1)

Liquidity Strain

risk
#201 of 224 • Bottom 50.0% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 92.17%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 1.25%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 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 (13 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
31
Loan-to-Member Ratio (LMR)
engagement
Value: $21,214
Peer Median: $9,434
#31 of 1024 Top 2.9% in 100M-500M tier
50
Average Member Relationship (AMR)
engagement
Value: $44,230
Peer Median: $23,006
#50 of 1024 Top 4.8% in 100M-500M tier
79
Efficiency Ratio
profitability
Value: 59.12%
Peer Median: 77.26%
#79 of 1024 Top 7.6% in 100M-500M tier
111
Loan-to-Share Ratio
balance_sheet
Value: 92.17%
Peer Median: 73.07%
#111 of 1024 Top 10.7% in 100M-500M tier
116
Total Loans
balance_sheet
Value: $259.70M
Peer Median: $124.04M
#116 of 1024 Top 11.2% in 100M-500M tier
135
Net Worth Ratio
risk
Value: 15.78%
Peer Median: 11.71%
#135 of 1024 Top 13.1% in 100M-500M tier
163
Net Charge-Off Rate
risk
Value: 0.10%
Peer Median: 0.34%
#163 of 1024 Top 15.8% in 100M-500M tier
180
Total Delinquency Rate (60+ days)
risk
Value: 0.29%
Peer Median: 0.71%
#180 of 1024 Top 17.5% in 100M-500M tier
215
Total Assets
balance_sheet
Value: $334.18M
Peer Median: $196.38M
#215 of 1024 Top 20.9% in 100M-500M tier

Top Weaknesses (3 metrics)

933
Net Interest Margin (NIM)
profitability
Value: 2.85%
Peer Median: 3.67%
#933 of 1024 Bottom 9.0% in 100M-500M tier
921
Share Certificate Concentration (%)
balance_sheet
Value: 37.77%
Peer Median: 23.39%
#921 of 1024 Bottom 10.2% in 100M-500M tier
808
First Mortgage Concentration (%)
balance_sheet
Value: 44.42%
Peer Median: 29.92%
#808 of 1024 Bottom 21.2% in 100M-500M tier
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