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BlastPoint's Credit Union Scorecard

FIRST SOUTH FINANCIAL

Charter #24963 · TN

Community 750M-1B
111 CUs in 750M-1B nationally 3 in TN
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FIRST SOUTH FINANCIAL has 7 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.14% above tier average
  • + Net Interest Margin 0.35% above tier average
  • + Net Worth Ratio: Top 0.1% in tier
  • + Efficiency Ratio: Top 4.5% in tier
  • + Members Per Employee (MPE): Top 5.4% in tier
  • + Total Delinquency Rate (60+ days): Top 7.2% in tier
  • + Total Members: Top 8.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Overhang: Bottom 0.4% in tier
  • - Margin Compression: Bottom 3.2% in tier
  • - Indirect Auto Dependency: Bottom 40.0% in tier
  • - Total Deposits: Bottom 0.9% in tier
  • - Average Member Relationship (AMR): Bottom 1.8% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 3.6% in tier
  • - Loan Growth Rate: Bottom 6.3% in tier
  • - Indirect Auto Concentration (%): Bottom 7.2% 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 111 credit unions with $750M-$1B in assets nationally, and 1 of 3 that size in Tennessee.
  • Shares and deposits +4.4% year over year ($576M in shares and deposits).
  • Membership: 72,208 members, +0.6% vs a year ago.
  • Delinquency rate 0.22%.
  • Return on assets 1.98%.
  • Efficiency ratio 52.61% vs a 74.54% peer average.
  • Loan-to-share ratio 82.99% vs a 82.60% 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 (TN) National Avg Tier Percentile
Members 72,208
+0.6% YoY+1.2% QoQ
+19.7K 52,482
+1.3% YoY
22,058
+4.8% YoY
34,678
+6.6% YoY
Top 9.0% in tier
Assets $844.8M
+5.3% YoY+1.2% QoQ
$-19.2M $863.9M
+0.5% YoY
$390.3M
+9.5% YoY
$593.1M
+10.2% YoY
44%
Loans $478.4M
-4.2% YoY+0.6% QoQ
$-129.4M $607.8M
+2.1% YoY
$289.3M
+8.5% YoY
$418.6M
+10.1% YoY
Bottom 10.8% in tier
Deposits $576.4M
+4.4% YoY+0.8% QoQ
$-163.5M $739.9M
+0.2% YoY
$326.4M
+8.9% YoY
$504.8M
+10.3% YoY
Bottom 0.1% in tier

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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 2.0%
-15.0% YoY+6.6% QoQ
+1.1% 0.8%
+30.4% YoY
1.1%
+46.9% YoY
1.2%
+121.4% YoY
Top 1.8% in tier
NIM 3.9%
-8.0% YoY-0.1% QoQ
+0.3% 3.5%
+6.2% YoY
3.9%
+2.1% YoY
3.8%
+2.3% YoY
71%
Efficiency Ratio 52.6%
+5.4% YoY+0.2% QoQ
-21.9% 74.5%
-1.4% YoY
78.9%
+2.6% YoY
83.0%
-5.3% YoY
Top 4.5% in tier
Delinquency Rate 0.2%
-19.3% YoY-12.5% QoQ
-0.6 0.8%
+1.0% YoY
1.1%
-1.7% YoY
1.3%
+2.6% YoY
Top 7.2% in tier
Loan To Share 83.0%
-8.2% YoY-0.2% QoQ
+0.4% 82.6%
+1.9% YoY
68.7%
-1.7% YoY
66.4%
-1.4% YoY
43%
AMR $14,607
-0.3% YoY-0.5% QoQ
$-14K $28,702
+0.4% YoY
$19,228
+3.5% YoY
$20,028
-0.9% YoY
Bottom 0.9% in tier
CD Concentration 21.0%
+16.4% YoY+6.1% QoQ
-3.5% 24.6% 22.4% 20.0% 38%
Indirect Auto % 41.3%
+0.4% YoY+3.3% QoQ
+27.7% 13.6% 6.8% 7.7% Bottom 7.6% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Margin Compression

decline
#1 of 140 • Bottom 3.2% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.98%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 2.33%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.35% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 276 Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#94 of 476 • Bottom 40.0% in tier

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

Why This Signature
Asset Growth (YoY): 5.35%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 41.30%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 0.56%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

Liquidity Overhang

risk
#46 of 130 • Bottom 0.4% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 30.23%
(Tier: 12.53%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 82.99%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
130 of 276 Community CUs have this signature | 148 nationally
↑ Growing +7 CUs YoY

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 111 peers in tier

Top Strengths (8 metrics)

1
Net Worth Ratio
risk
Value: 30.23%
Peer Median: 10.80%
#1 of 111 Top 0.1% in 750M-1B tier
2
Return on Assets (ROA)
profitability
Value: 1.98%
Peer Median: 0.81%
#2 of 111 Top 0.9% in 750M-1B tier
6
Efficiency Ratio
profitability
Value: 52.61%
Peer Median: 75.82%
#6 of 111 Top 4.5% in 750M-1B tier
7
Members Per Employee (MPE)
engagement
Value: 547.030
Peer Median: 322.694
#7 of 111 Top 5.4% in 750M-1B tier
9
Total Delinquency Rate (60+ days)
risk
Value: 0.22%
Peer Median: 0.60%
#9 of 111 Top 7.2% in 750M-1B tier
10
Total Members
engagement
Value: 72,208
Peer Median: 52,842
#10 of 111 Top 8.1% in 750M-1B tier
15
Fee Income Per Member
profitability
Value: $311.24
Peer Median: $197.29
#15 of 111 Top 12.6% in 750M-1B tier
23
Share Certificate Concentration (%)
balance_sheet
Value: 21.03%
Peer Median: 27.05%
#23 of 111 Top 19.8% in 750M-1B tier

Top Weaknesses (8 metrics)

111
Total Deposits
balance_sheet
Value: $576.40M
Peer Median: $737.84M
#111 of 111 Bottom 0.9% in 750M-1B tier
110
Average Member Relationship (AMR)
engagement
Value: $14,607
Peer Median: $26,161
#110 of 111 Bottom 1.8% in 750M-1B tier
108
Loan-to-Member Ratio (LMR)
engagement
Value: $6,625
Peer Median: $11,611
#108 of 111 Bottom 3.6% in 750M-1B tier
105
Loan Growth Rate
growth
Value: -4.18%
Peer Median: 3.68%
#105 of 111 Bottom 6.3% in 750M-1B tier
104
Indirect Auto Concentration (%)
balance_sheet
Value: 41.30%
Peer Median: 14.99%
#104 of 111 Bottom 7.2% in 750M-1B tier
99
Total Loans
balance_sheet
Value: $478.36M
Peer Median: $626.83M
#99 of 111 Bottom 11.7% in 750M-1B tier
96
AMR Growth Rate
growth
Value: -0.25%
Peer Median: 4.04%
#96 of 111 Bottom 14.4% in 750M-1B tier
92
Net Charge-Off Rate
risk
Value: 0.91%
Peer Median: 0.47%
#92 of 111 Bottom 18.0% in 750M-1B tier
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