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BlastPoint's Credit Union Scorecard

UPSTATE

Charter #24484 · SC

100M-500M
1024 CUs in 100M-500M nationally 9 in SC

UPSTATE has 5 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier
  • + Net Interest Margin 1.21% above tier average
  • + Strong member growth: 5.7% YoY
  • + Member Growth Rate: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.78% below tier average
  • - Efficiency ratio 20.96% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 3.6% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 9.1% 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 9 that size in South Carolina.
  • Shares and deposits +9.2% year over year ($134M in shares and deposits).
  • Membership: 17,889 members, +5.7% vs a year ago.
  • Delinquency rate 0.26%.
  • Return on assets 0.08%.
  • Efficiency ratio 97.69% vs a 76.73% peer average.
  • Loan-to-share ratio 73.27% 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 (SC) National Avg Tier Percentile
Members 17,889
+5.7% YoY+1.6% QoQ
+2.7K 15,168
-2.6% YoY
38,222
+5.6% YoY
34,678
+6.6% YoY
69%
Assets $148.5M
+9.9% YoY+0.3% QoQ
$-83.5M $232.0M
+0.7% YoY
$548.9M
+9.6% YoY
$593.1M
+10.2% YoY
30%
Loans $98.0M
+1.7% YoY+1.3% QoQ
$-48.2M $146.3M
+0.2% YoY
$385.7M
+10.8% YoY
$418.6M
+10.1% YoY
34%
Deposits $133.8M
+9.2% YoY-0.2% QoQ
$-66.9M $200.7M
+0.2% YoY
$462.6M
+9.2% YoY
$504.8M
+10.3% YoY
32%

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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 0.1%
-90.1% YoY-108.3% QoQ
-0.8% 0.9%
+12.5% YoY
0.9%
-19.6% YoY
1.2%
+121.4% YoY
Bottom 2.5% in tier
NIM 4.9%
+1.6% YoY+3.0% QoQ
+1.2% 3.7%
+4.5% YoY
4.2%
-1.3% YoY
3.8%
+2.3% YoY
Top 4.3% in tier
Efficiency Ratio 97.7%
+10.6% YoY-13.3% QoQ
+21.0% 76.7%
-0.8% YoY
79.7%
+5.8% YoY
83.0%
-5.3% YoY
Bottom 2.6% in tier
Delinquency Rate 0.3%
-12.2% YoY-1.2% QoQ
-0.6 0.9%
+6.6% YoY
1.1%
+14.2% YoY
1.3%
+2.6% YoY
15%
Loan To Share 73.3%
-6.9% YoY+1.6% QoQ
+1.7% 71.5%
-0.3% YoY
70.2%
-0.9% YoY
66.4%
-1.4% YoY
51%
AMR $12,960
+0.2% YoY-1.2% QoQ
$-12K $25,107
+3.2% YoY
$17,221
+4.1% YoY
$20,028
-0.9% YoY
Bottom 3.5% in tier
CD Concentration 22.3%
+9.2% YoY+5.1% QoQ
-2.2% 24.6% 18.3% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 6.0% 7.7% 50%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#56 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): 5.70%
(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 | Rank improving

Organic Growth Engine

growth
#163 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.70%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 0.08%
(Tier: 0.85%, National: 1.23%)
but worse 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 | Rank worsening

Concerns (1)

Efficiency Drag

risk
#303 of 531 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 97.69%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.73% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): 5.70%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 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 (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
44
Net Interest Margin (NIM)
profitability
Value: 4.89%
Peer Median: 3.67%
#44 of 1024 Top 4.2% in 100M-500M tier
81
Member Growth Rate
growth
Value: 5.70%
Peer Median: -0.03%
#81 of 1024 Top 7.8% in 100M-500M tier
109
Asset Growth Rate
growth
Value: 9.85%
Peer Median: 4.12%
#109 of 1024 Top 10.5% in 100M-500M tier
122
Deposit Growth Rate
growth
Value: 9.20%
Peer Median: 3.58%
#122 of 1024 Top 11.8% in 100M-500M tier
139
First Mortgage Concentration (%)
balance_sheet
Value: 10.95%
Peer Median: 29.92%
#139 of 1024 Top 13.5% in 100M-500M tier
157
Total Delinquency Rate (60+ days)
risk
Value: 0.26%
Peer Median: 0.71%
#157 of 1024 Top 15.2% in 100M-500M tier
237
Fee Income Per Member
profitability
Value: $212.95
Peer Median: $159.88
#237 of 1024 Top 23.0% in 100M-500M tier

Top Weaknesses (6 metrics)

998
Return on Assets (ROA)
profitability
Value: 0.08%
Peer Median: 0.75%
#998 of 1024 Bottom 2.6% in 100M-500M tier
998
Efficiency Ratio
profitability
Value: 97.69%
Peer Median: 77.26%
#998 of 1024 Bottom 2.6% in 100M-500M tier
988
Average Member Relationship (AMR)
engagement
Value: $12,960
Peer Median: $23,006
#988 of 1024 Bottom 3.6% in 100M-500M tier
932
Loan-to-Member Ratio (LMR)
engagement
Value: $5,480
Peer Median: $9,434
#932 of 1024 Bottom 9.1% in 100M-500M tier
804
AMR Growth Rate
growth
Value: 0.17%
Peer Median: 3.53%
#804 of 1024 Bottom 21.6% in 100M-500M tier
799
Net Worth Ratio
risk
Value: 9.77%
Peer Median: 11.71%
#799 of 1024 Bottom 22.1% in 100M-500M tier
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