BlastPoint's Credit Union Scorecard

ALLEGACY

Charter #24438 · NC

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 6 in NC
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ALLEGACY has 5 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.71% above tier average
  • + Net Interest Margin 0.07% above tier average
  • + Fee Income Per Member: Top 2.3% in tier
  • + Total Members: Top 2.3% in tier
  • + Total Loans: Top 6.5% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 32.9% in tier
  • - Indirect Auto Dependency: Bottom 46.8% in tier
  • - Efficiency ratio 1.06% above tier (higher cost structure)

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (NC) National Avg Tier Percentile
Members 185,077
+4.0% YoY+0.9% QoQ
+89.0K 96,048
-2.7% YoY
91,843
+3.2% YoY
33,913
+5.7% YoY
Top 2.6% in tier
Assets $2.6B
+5.3% YoY+3.7% QoQ
+$849.0M $1.7B
+0.4% YoY
$1.6B
+7.7% YoY
$578.3M
+9.0% YoY
Top 13.4% in tier
Loans $2.0B
+6.9% YoY+0.9% QoQ
+$794.6M $1.2B
+0.2% YoY
$1.1B
+5.7% YoY
$402.4M
+8.7% YoY
Top 6.9% in tier
Deposits $2.2B
+5.0% YoY+4.6% QoQ
+$726.9M $1.5B
+0.5% YoY
$1.4B
+7.2% YoY
$494.3M
+9.1% YoY
Top 12.7% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.4%
+151.0% YoY+104.1% QoQ
+0.7% 0.7%
+27.6% YoY
0.4%
+21.7% YoY
0.4%
-39.2% YoY
Top 7.5% in tier
NIM 3.4%
+0.8% YoY-4.8% QoQ
+0.1% 3.4%
+6.2% YoY
4.0%
+0.2% YoY
3.8%
+4.1% YoY
53%
Efficiency Ratio 75.7%
-12.0% YoY-9.6% QoQ
+1.1% 74.6%
-3.0% YoY
84.1%
+2.7% YoY
84.6%
+2.8% YoY
53%
Delinquency Rate 0.5%
-0.8% YoY-54.4% QoQ
-0.2 0.8%
+6.9% YoY
1.3%
-24.7% YoY
1.2%
+3.4% YoY
38%
Loan To Share 91.6%
+1.8% YoY-3.6% QoQ
+8.4% 83.2%
-0.4% YoY
74.3%
+0.8% YoY
65.6%
-1.4% YoY
70%
AMR $22,697
+1.8% YoY+1.9% QoQ
$-7K $29,652
+2.3% YoY
$17,856
+2.9% YoY
$19,920
+1.6% YoY
17%
CD Concentration 24.8%
-7.9% YoY+1.9% QoQ
-4.0% 28.8% 21.2% 19.8% 32%
Indirect Auto % 19.8%
-5.6% YoY-3.0% QoQ
+1.7% 18.1% 4.9% 7.7% 60%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Liquidity Strain

risk
#113 of 148 • Bottom 32.9% in tier

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

Why This Signature
Loan-to-Share Ratio: 91.60%
(Tier: 84.20%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 6.89%
(Tier: 6.71%, National: 1.74%)
but better than tier avg
148 of 384 Mid-Market CUs have this signature | 367 nationally
→ Stable (149→148 CUs) -1 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#158 of 198 • Bottom 46.8% in tier

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

Why This Signature
Asset Growth (YoY): 5.30%
(Tier: 6.82%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 19.80%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 3.99%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 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 306 peers in tier

Top Strengths (9 metrics)

8
Fee Income Per Member
profitability
Value: $408.44
Peer Median: $191.54
#8 of 306 Top 2.3% in 1B-3B tier
8
Total Members
engagement
Value: 185,077
Peer Median: 85,918
#8 of 306 Top 2.3% in 1B-3B tier
21
Total Loans
balance_sheet
Value: $2.01B
Peer Median: $1.11B
#21 of 306 Top 6.5% in 1B-3B tier
23
Return on Assets (ROA)
profitability
Value: 1.43%
Peer Median: 0.66%
#23 of 306 Top 7.2% in 1B-3B tier
39
Total Deposits
balance_sheet
Value: $2.19B
Peer Median: $1.31B
#39 of 306 Top 12.4% in 1B-3B tier
41
Total Assets
balance_sheet
Value: $2.57B
Peer Median: $1.51B
#41 of 306 Top 13.1% in 1B-3B tier
50
First Mortgage Concentration (%)
balance_sheet
Value: 19.67%
Peer Median: 33.05%
#50 of 306 Top 16.0% in 1B-3B tier
62
Members Per Employee (MPE)
engagement
Value: 429.413
Peer Median: 345.077
#62 of 306 Top 19.9% in 1B-3B tier
77
Net Charge-Off Rate
risk
Value: 0.30%
Peer Median: 0.51%
#77 of 306 Top 24.8% in 1B-3B tier

Top Weaknesses (1 metrics)

254
Average Member Relationship (AMR)
engagement
Value: $22,697
Peer Median: $28,178
#254 of 306 Bottom 17.3% in 1B-3B tier
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