BlastPoint's Credit Union Scorecard

HARVARD

Charter #24959 · MA

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 10 in MA
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HARVARD has 4 strengths but faces 10 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 18.9% in tier
  • + Organic Growth Engine: Top 24.6% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Loan-to-Share Ratio: Top 0.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 10.9% in tier
  • - Credit Quality Pressure: Bottom 11.2% in tier
  • - Efficiency Drag: Bottom 14.3% in tier
  • - Shrinking Wallet Share: Bottom 20.5% in tier
  • - ROA 0.41% below tier average
  • - Efficiency ratio 10.64% above tier (higher cost structure)
  • - Delinquency rate 0.06% above tier average
  • - Total Deposits: Bottom 5.3% in tier
  • - Net Worth Ratio: Bottom 7.6% in tier
  • - First Mortgage Concentration (%): Bottom 8.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 58,545
+3.0% YoY+1.9% QoQ
-40.1K 98,678
-1.9% YoY
27,447
+2.6% YoY
33,089
+6.1% YoY
Bottom 12.5% in tier
Assets $1.2B
+1.7% YoY+0.1% QoQ
$-501.0M $1.7B
+0.5% YoY
$440.2M
+4.2% YoY
$547.7M
+7.8% YoY
23%
Loans $1.0B
-2.2% YoY-0.3% QoQ
$-200.7M $1.2B
+0.5% YoY
$341.2M
+2.4% YoY
$388.7M
+8.6% YoY
41%
Deposits $884.8M
+5.2% YoY+0.8% QoQ
$-569.6M $1.5B
+1.3% YoY
$366.8M
+5.5% YoY
$464.6M
+9.3% YoY
Bottom 4.9% in tier

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Tier 1
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Performance signatures (strengths & concerns)
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ROA 0.3%
+473.4% YoY-8.7% QoQ
-0.4% 0.7%
+13.4% YoY
0.7%
+17.3% YoY
0.7%
+273.4% YoY
Bottom 14.1% in tier
NIM 2.6%
+9.6% YoY+1.6% QoQ
-0.7% 3.3%
+9.3% YoY
3.3%
+3.8% YoY
3.7%
+5.0% YoY
Bottom 14.5% in tier
Efficiency Ratio 84.6%
-8.6% YoY+1.3% QoQ
+10.6% 74.0%
-10.9% YoY
80.4%
-4.7% YoY
79.1%
-3.3% YoY
Top 9.9% in tier
Delinquency Rate 0.9%
+21.6% YoY-7.1% QoQ
+0.1 0.8%
+6.1% YoY
0.9%
-6.0% YoY
1.2%
-0.9% YoY
69%
Loan To Share 116.7%
-7.0% YoY-1.1% QoQ
+31.5% 85.2%
-0.8% YoY
74.2%
-1.7% YoY
68.0%
-1.7% YoY
Top 0.7% in tier
AMR $32,747
-1.9% YoY-1.6% QoQ
+$4K $29,172
+2.8% YoY
$24,707
+3.7% YoY
$19,418
+1.3% YoY
77%
CD Concentration 34.8%
+8.7% YoY+4.7% QoQ
+5.8% 29.0%
+0.7% YoY
24.8%
+8.8% YoY
19.6%
+6.2% YoY
76%
Indirect Auto % 0.0% -18.8% 18.8%
-3.0% YoY
2.6%
-15.5% YoY
7.9%
-2.9% YoY
Bottom 0.0% in tier

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#75 of 138 • Top 18.9% in tier

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

Why This Signature
Member Growth (YoY): 3.04%
(Tier: 3.18%, National: 9.37%)
but worse 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 | New qualifier

Organic Growth Engine

growth
#179 of 246 • Top 24.6% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.04%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 0.29%
(Tier: 0.71%, National: 0.71%)
but worse 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 | New qualifier

Concerns (4)

Liquidity Strain

risk
#58 of 183 • Bottom 10.9% in tier

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

Why This Signature
Loan-to-Share Ratio: 116.69%
(Tier: 86.32%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): -2.17%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#87 of 217 • Bottom 11.2% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.16% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | New qualifier

Efficiency Drag

risk
#48 of 96 • Bottom 14.3% in tier

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

Why This Signature
Efficiency Ratio: 84.61%
(Tier: 73.43%, National: 79.10%)
worse than tier avg
ROA Change (YoY): 0.24% points
(Tier: 0.07% points, National: 0.05% points)
but better than tier avg
Member Growth (YoY): 3.04%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
96 of 380 Mid-Market CUs have this signature | 624 nationally
↓ Shrinking -32 CUs YoY | Rank worsening

Shrinking Wallet Share

decline
#63 of 83 • Bottom 20.5% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -1.89%
(Tier: 3.04%, National: 4.19%)
worse than tier avg
83 of 380 Mid-Market CUs have this signature | 346 nationally
↓ Shrinking -55 CUs YoY | New qualifier

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 (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 304 Top 0.0% in 1B-3B tier
2
Loan-to-Share Ratio
balance_sheet
Value: 116.69%
Peer Avg: -
#2 of 304 Top 0.3% in 1B-3B tier
32
Loan-to-Member Ratio (LMR)
engagement
Value: $17,634
Peer Avg: -
#32 of 304 Top 10.2% in 1B-3B tier
61
Net Charge-Off Rate
risk
Value: 0.27%
Peer Avg: -
#61 of 304 Top 19.7% in 1B-3B tier
71
Average Member Relationship (AMR)
engagement
Value: $32,747
Peer Avg: -
#71 of 304 Top 23.0% in 1B-3B tier
72
Members Per Employee (MPE)
engagement
Value: 412.289
Peer Avg: -
#72 of 304 Top 23.4% in 1B-3B tier

Top Weaknesses (12 metrics)

289
Total Deposits
balance_sheet
Value: $884.77M
Peer Avg: -
#289 of 304 Bottom 5.3% in 1B-3B tier
282
Net Worth Ratio
risk
Value: 8.75%
Peer Avg: -
#282 of 304 Bottom 7.6% in 1B-3B tier
278
First Mortgage Concentration (%)
balance_sheet
Value: 54.58%
Peer Avg: -
#278 of 304 Bottom 8.9% in 1B-3B tier
275
Efficiency Ratio
profitability
Value: 84.61%
Peer Avg: -
#275 of 304 Bottom 9.9% in 1B-3B tier
266
Total Members
engagement
Value: 58,545
Peer Avg: -
#266 of 304 Bottom 12.8% in 1B-3B tier
261
Return on Assets (ROA)
profitability
Value: 0.29%
Peer Avg: -
#261 of 304 Bottom 14.5% in 1B-3B tier
261
Fee Income Per Member
profitability
Value: $140.55
Peer Avg: -
#261 of 304 Bottom 14.5% in 1B-3B tier
261
Loan Growth Rate
growth
Value: -2.17%
Peer Avg: -
#261 of 304 Bottom 14.5% in 1B-3B tier
260
Net Interest Margin (NIM)
profitability
Value: 2.59%
Peer Avg: -
#260 of 304 Bottom 14.8% in 1B-3B tier
254
AMR Growth Rate
growth
Value: -1.89%
Peer Avg: -
#254 of 304 Bottom 16.8% in 1B-3B tier
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