BlastPoint's Credit Union Scorecard

FIRST SOUTH FINANCIAL

Charter #24963 · TN

Community 750M-1B
112 CUs in 750M-1B nationally 3 in TN
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FIRST SOUTH FINANCIAL has 7 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Profitability Leader: Top 5.0% in tier
  • + ROA 1.61% above tier average
  • + Net Interest Margin 0.89% above tier average
  • + Net Worth Ratio: Top 0.0% in tier
  • + Efficiency Ratio: Top 2.7% in tier
  • + Members Per Employee (MPE): Top 6.2% in tier
  • + Total Members: Top 9.8% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 1.2% in tier
  • - Indirect Auto Dependency: Bottom 2.2% in tier
  • - Credit Quality Pressure: Bottom 20.1% in tier
  • - Shrinking Wallet Share: Bottom 23.8% in tier
  • - Liquidity Overhang: Bottom 33.1% in tier
  • - Total Deposits: Bottom 0.9% in tier
  • - Average Member Relationship (AMR): Bottom 1.8% in tier
  • - Loan Growth Rate: Bottom 3.6% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 3.6% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (TN) National Avg Tier Percentile
Members 71,826
-0.4% YoY+0.0% QoQ
+19.7K 52,114
-2.1% YoY
21,139
+4.9% YoY
33,089
+6.1% YoY
Top 10.7% in tier
Assets $809.1M
+6.7% YoY+0.9% QoQ
$-49.9M $859.0M
+0.0% YoY
$362.5M
+9.5% YoY
$547.7M
+7.8% YoY
27%
Loans $483.2M
-8.1% YoY-3.2% QoQ
$-120.2M $603.4M
+1.0% YoY
$271.1M
+9.1% YoY
$388.7M
+8.6% YoY
15%
Deposits $554.3M
+6.1% YoY+0.3% QoQ
$-179.9M $734.2M
+0.9% YoY
$303.0M
+8.7% YoY
$464.6M
+9.3% YoY
Bottom 0.0% 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 2.3%
-11.4% YoY-0.4% QoQ
+1.6% 0.7%
+27.6% YoY
0.8%
+4.1% YoY
0.7%
+273.4% YoY
Top 1.8% in tier
NIM 4.3%
-1.7% YoY+1.7% QoQ
+0.9% 3.4%
+9.6% YoY
3.8%
+5.1% YoY
3.7%
+5.0% YoY
Top 8.0% in tier
Efficiency Ratio 49.5%
+3.8% YoY-0.9% QoQ
-25.0% 74.5%
-3.2% YoY
75.4%
-1.8% YoY
79.1%
-3.3% YoY
Bottom 2.7% in tier
Delinquency Rate 0.4%
+28.7% YoY+52.5% QoQ
-0.4 0.8%
+5.0% YoY
1.1%
+8.5% YoY
1.2%
-0.9% YoY
23%
Loan To Share 87.2%
-13.4% YoY-3.5% QoQ
+4.5% 82.7%
+0.1% YoY
70.4%
-2.4% YoY
68.0%
-1.7% YoY
50%
AMR $14,444
-0.6% YoY-1.4% QoQ
$-14K $28,651
+2.5% YoY
$18,470
+2.4% YoY
$19,418
+1.3% YoY
Bottom 0.9% in tier
CD Concentration 19.5%
+23.1% YoY+8.0% QoQ
-4.9% 24.4%
+4.2% YoY
22.3%
+6.6% YoY
19.6%
+6.2% YoY
33%
Indirect Auto % 40.9%
-1.3% YoY-0.5% QoQ
+27.0% 14.0%
-5.7% YoY
6.9%
+1.1% YoY
7.9%
-2.9% YoY
Top 8.4% in tier

Signature Analysis

Strengths (1)

Profitability Leader

growth
#18 of 340 • Top 5.0% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 2.32%
(Tier: 0.77%, National: 0.71%)
better than tier avg
ROA Change (YoY): -0.30% points
(Tier: 0.11% points, National: 0.05% points)
but worse than tier avg
457 nationally
→ Stable (341→340 CUs) -1 CUs YoY | Rank worsening

Concerns (5)

Margin Compression

decline
#6 of 136 • Bottom 1.2% 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: 2.32%
(Tier: 0.77%, National: 0.71%)
but better than tier avg
ROA (Prior Year): 2.62%
(Tier: 0.66%, National: 0.67%)
but better than tier avg
ROA Change (YoY): -0.30% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
136 of 281 Community CUs have this signature | 169 nationally
↓ Shrinking -43 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#37 of 525 • Bottom 2.2% in tier

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

Why This Signature
Asset Growth (YoY): 6.67%
(Tier: 4.61%, National: 3.04%)
but better than tier avg
Indirect Auto %: 40.94%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): -0.44%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
768 nationally
↓ Shrinking -18 CUs YoY | Rank improving

Credit Quality Pressure

risk
#499 of 736 • Bottom 20.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.09% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
1002 nationally
↓ Shrinking -199 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#238 of 244 • Bottom 23.8% in tier

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

Why This Signature
AMR Growth (YoY): -0.59%
(Tier: 3.68%, National: 4.19%)
worse than tier avg
244 of 281 Community CUs have this signature | 346 nationally
↓ Shrinking -221 CUs YoY | New qualifier

Liquidity Overhang

risk
#45 of 134 • Bottom 33.1% in tier

Very high net worth ratio (>12%). Strong capital position may indicate opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 30.56%
(Tier: 11.95%, National: 14.51%)
but better than tier avg
Loan-to-Share Ratio: 87.18%
(Tier: 74.56%, National: 67.96%)
but better than tier avg
134 of 281 Community CUs have this signature | 155 nationally
↑ Growing +25 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 112 peers in tier

Top Strengths (9 metrics)

1
Net Worth Ratio
risk
Value: 30.56%
Peer Avg: -
#1 of 112 Top 0.0% in 750M-1B tier
2
Return on Assets (ROA)
profitability
Value: 2.32%
Peer Avg: -
#2 of 112 Top 0.9% in 750M-1B tier
4
Efficiency Ratio
profitability
Value: 49.49%
Peer Avg: -
#4 of 112 Top 2.7% in 750M-1B tier
8
Members Per Employee (MPE)
engagement
Value: 540.045
Peer Avg: -
#8 of 112 Top 6.2% in 750M-1B tier
9
Net Interest Margin (NIM)
profitability
Value: 4.27%
Peer Avg: -
#9 of 112 Top 7.1% in 750M-1B tier
12
Total Members
engagement
Value: 71,826
Peer Avg: -
#12 of 112 Top 9.8% in 750M-1B tier
14
Fee Income Per Member
profitability
Value: $299.13
Peer Avg: -
#14 of 112 Top 11.6% in 750M-1B tier
18
Share Certificate Concentration (%)
balance_sheet
Value: 19.51%
Peer Avg: -
#18 of 112 Top 15.2% in 750M-1B tier
27
Total Delinquency Rate (60+ days)
risk
Value: 0.42%
Peer Avg: -
#27 of 112 Top 23.2% in 750M-1B tier

Top Weaknesses (8 metrics)

112
Total Deposits
balance_sheet
Value: $554.28M
Peer Avg: -
#112 of 112 Bottom 0.9% in 750M-1B tier
111
Average Member Relationship (AMR)
engagement
Value: $14,444
Peer Avg: -
#111 of 112 Bottom 1.8% in 750M-1B tier
109
Loan Growth Rate
growth
Value: -8.10%
Peer Avg: -
#109 of 112 Bottom 3.6% in 750M-1B tier
109
Loan-to-Member Ratio (LMR)
engagement
Value: $6,727
Peer Avg: -
#109 of 112 Bottom 3.6% in 750M-1B tier
101
Indirect Auto Concentration (%)
balance_sheet
Value: 40.94%
Peer Avg: -
#101 of 112 Bottom 10.7% in 750M-1B tier
95
Total Loans
balance_sheet
Value: $483.20M
Peer Avg: -
#95 of 112 Bottom 16.1% in 750M-1B tier
94
AMR Growth Rate
growth
Value: -0.59%
Peer Avg: -
#94 of 112 Bottom 17.0% in 750M-1B tier
91
Net Charge-Off Rate
risk
Value: 0.89%
Peer Avg: -
#91 of 112 Bottom 19.6% in 750M-1B tier
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