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BlastPoint's Credit Union Scorecard

UPSTATE

Charter #24484 · SC

100M-500M
1070 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
  • + Net Interest Margin 1.12% above tier average
  • + Strong member growth: 6.1% YoY
  • + Member Growth Rate: Top 7.3% in tier
  • + Deposit Growth Rate: Top 9.9% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 1.70% below tier average
  • - Efficiency ratio 34.68% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 3.9% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 9.3% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 17,602
+6.1% YoY+1.7% QoQ
+2.5K 15,145
-2.5% YoY
37,268
+3.6% YoY
33,913
+5.7% YoY
68%
Assets $148.1M
+9.9% YoY+6.3% QoQ
$-83.6M $231.7M
+0.8% YoY
$534.3M
+6.5% YoY
$578.3M
+9.0% YoY
30%
Loans $96.7M
+2.3% YoY-0.7% QoQ
$-47.4M $144.1M
+0.2% YoY
$369.7M
+7.8% YoY
$402.4M
+8.7% YoY
35%
Deposits $134.1M
+9.7% YoY+5.0% QoQ
$-67.1M $201.1M
+0.4% YoY
$450.9M
+6.0% YoY
$494.3M
+9.1% YoY
33%

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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 -1.0%
-207.1% YoY-261.1% QoQ
-1.7% 0.7%
+5.1% YoY
0.7%
-43.3% YoY
0.4%
-39.2% YoY
Bottom 1.4% in tier
NIM 4.7%
+3.1% YoY-3.0% QoQ
+1.1% 3.6%
+4.6% YoY
4.1%
-0.5% YoY
3.8%
+4.1% YoY
Top 5.6% in tier
Efficiency Ratio 112.7%
+29.6% YoY+25.2% QoQ
+34.7% 78.0%
-1.7% YoY
81.4%
+7.0% YoY
84.6%
+2.8% YoY
Bottom 1.0% in tier
Delinquency Rate 0.3%
-17.7% YoY-43.3% QoQ
-0.5 0.8%
+7.1% YoY
0.8%
+19.1% YoY
1.2%
+3.4% YoY
19%
Loan To Share 72.1%
-6.8% YoY-5.4% QoQ
+1.7% 70.4%
-0.4% YoY
69.5%
-0.5% YoY
65.6%
-1.4% YoY
51%
AMR $13,113
+0.3% YoY+0.8% QoQ
$-12K $24,918
+2.7% YoY
$16,971
+2.3% YoY
$19,920
+1.6% YoY
Bottom 3.8% in tier
CD Concentration 21.3%
+9.3% YoY+4.6% QoQ
-3.0% 24.3% 18.0% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 5.9% 7.7% 50%

Signature Analysis

Strengths (1)

Organic Growth Leader

growth
#52 of 371 • 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): 6.14%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.80%, National: 7.73%)
better than tier avg
371 of 1070 Mid-Small & Community CUs have this signature | 518 nationally
→ No prior data (371 CUs now) | New qualifier

Concerns (1)

Efficiency Drag

risk
#371 of 596 • 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: 112.70%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -1.88% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): 6.14%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 CUs YoY | Rank improving

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 1070 peers in tier

Top Strengths (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.61%
#1 of 1070 Top 0.1% in 100M-500M tier
60
Net Interest Margin (NIM)
profitability
Value: 4.75%
Peer Median: 3.62%
#60 of 1070 Top 5.5% in 100M-500M tier
79
Member Growth Rate
growth
Value: 6.14%
Peer Median: -0.06%
#79 of 1070 Top 7.3% in 100M-500M tier
107
Deposit Growth Rate
growth
Value: 9.73%
Peer Median: 3.30%
#107 of 1070 Top 9.9% in 100M-500M tier
111
Asset Growth Rate
growth
Value: 9.88%
Peer Median: 3.91%
#111 of 1070 Top 10.3% in 100M-500M tier
141
First Mortgage Concentration (%)
balance_sheet
Value: 10.34%
Peer Median: 29.47%
#141 of 1070 Top 13.1% in 100M-500M tier
203
Total Delinquency Rate (60+ days)
risk
Value: 0.26%
Peer Median: 0.61%
#203 of 1070 Top 18.9% in 100M-500M tier
259
Fee Income Per Member
profitability
Value: $202.43
Peer Median: $154.95
#259 of 1070 Top 24.1% in 100M-500M tier

Top Weaknesses (6 metrics)

1060
Efficiency Ratio
profitability
Value: 112.70%
Peer Median: 78.68%
#1060 of 1070 Bottom 1.0% in 100M-500M tier
1055
Return on Assets (ROA)
profitability
Value: -0.97%
Peer Median: 0.69%
#1055 of 1070 Bottom 1.5% in 100M-500M tier
1029
Average Member Relationship (AMR)
engagement
Value: $13,113
Peer Median: $22,931
#1029 of 1070 Bottom 3.9% in 100M-500M tier
972
Loan-to-Member Ratio (LMR)
engagement
Value: $5,496
Peer Median: $9,356
#972 of 1070 Bottom 9.3% in 100M-500M tier
826
AMR Growth Rate
growth
Value: 0.33%
Peer Median: 3.46%
#826 of 1070 Bottom 22.9% in 100M-500M tier
812
Net Worth Ratio
risk
Value: 9.70%
Peer Median: 11.45%
#812 of 1070 Bottom 24.2% in 100M-500M tier
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