BlastPoint's Credit Union Scorecard

JOVIA FINANCIAL

Charter #2760 · NY

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 4 in NY
View Mid-Market leaderboard →

JOVIA FINANCIAL has 1 strength but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Deposits: Top 6.6% in tier

Key Concerns

Areas that may need attention

  • - Flatlined Growth: Bottom 0.0% in tier
  • - Stagnation Risk: Bottom 45.2% in tier
  • - Credit Quality Pressure: Bottom 58.1% in tier
  • - Institutional Decline: Bottom 62.1% in tier
  • - Membership Headwinds: Bottom 81.0% in tier
  • - ROA 0.11% below tier average
  • - Delinquency rate 0.46% above tier average

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 237,358
-1.3% YoY-0.9% QoQ
+7.0K 230,353
-2.9% YoY
26,134
+5.1% YoY
33,374
+5.7% YoY
59%
Assets $4.5B
-1.3% YoY+0.1% QoQ
+$536.9M $3.9B
+0.3% YoY
$482.3M
+7.4% YoY
$561.6M
+9.7% YoY
74%
Loans $3.6B
-2.3% YoY-0.6% QoQ
+$664.0M $2.9B
-0.2% YoY
$324.6M
+7.8% YoY
$397.0M
+8.8% YoY
Top 13.2% in tier
Deposits $4.0B
-0.9% YoY+0.6% QoQ
+$702.3M $3.3B
-0.3% YoY
$411.3M
+7.7% YoY
$477.3M
+9.7% YoY
Top 7.9% in tier

See Your Full Scorecard

Unlock complete metrics, rankings, and AI-powered insights — always free

Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

Want to see an example first? Preview Navy Federal's scorecard →

ROA 0.6%
+91.9% YoY-5.2% QoQ
-0.1% 0.7%
+16.8% YoY
0.7%
+147.7% YoY
0.7%
+15.9% YoY
33%
NIM 3.0%
+14.5% YoY+2.0% QoQ
-0.1% 3.1%
+9.8% YoY
3.6%
+4.1% YoY
3.8%
+5.1% YoY
47%
Efficiency Ratio 66.6%
-9.4% YoY+0.3% QoQ
-4.8% 71.4%
-1.4% YoY
80.7%
-3.4% YoY
79.7%
-3.3% YoY
34%
Delinquency Rate 1.3%
+8.1% YoY+9.5% QoQ
+0.5 0.9%
+5.8% YoY
1.6%
-19.7% YoY
1.3%
-2.1% YoY
Top 13.2% in tier
Loan To Share 89.7%
-1.5% YoY-1.2% QoQ
+0.8% 88.9%
-0.2% YoY
60.4%
-2.5% YoY
67.4%
-1.7% YoY
45%
AMR $32,071
-0.3% YoY+0.9% QoQ
+$2K $29,682
+1.5% YoY
$19,178
-21.9% YoY
$19,687
+2.0% YoY
72%
CD Concentration 42.7%
-0.2% YoY-1.3% QoQ
+13.7% 29.0% 16.3% 19.8% Top 8.5% in tier
Indirect Auto % 9.1%
-22.4% YoY-7.5% QoQ
-9.2% 18.3% 2.6% 7.8% 35%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Flatlined Growth

risk
#1 of 12 • Bottom 0.0% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): -1.27%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Return on Assets: 0.60%
(Tier: 0.69%, National: 0.67%)
worse than tier avg
12 of 378 Mid-Market CUs have this signature | 59 nationally
→ No prior data (12 CUs now) | New qualifier

Stagnation Risk

risk
#39 of 85 • Bottom 45.2% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.30%
(Tier: 3.43%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -2.33%
(Tier: 6.38%, National: 111.96%)
worse than tier avg
Delinquency Rate: 1.33%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
85 of 378 Mid-Market CUs have this signature | 652 nationally
→ No prior data (85 CUs now) | New qualifier

Credit Quality Pressure

risk
#123 of 211 • Bottom 58.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.10% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
211 of 378 Mid-Market CUs have this signature | 969 nationally
↓ Shrinking -59 CUs YoY | Rank worsening

Institutional Decline

decline
#19 of 30 • Bottom 62.1% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $4.48B
(Tier: $2.17B, National: $561.61M)
but better than tier avg
Member Growth (YoY): -1.30%
(Tier: 3.43%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -2.33%
(Tier: 6.38%, National: 111.96%)
worse than tier avg
30 of 378 Mid-Market CUs have this signature | 277 nationally
→ No prior data (30 CUs now) | New qualifier

Membership Headwinds

decline
#69 of 85 • Bottom 81.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.30%
(Tier: 3.43%, National: 4.32%)
worse than tier avg
85 of 378 Mid-Market CUs have this signature | 652 nationally
→ No prior data (85 CUs now) | 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 76 peers in tier

Top Strengths (5 metrics)

6
Total Deposits
balance_sheet
Value: $4.01B
Peer Median: -
#6 of 76 Top 6.6% in 3B-5B tier
10
Total Loans
balance_sheet
Value: $3.60B
Peer Median: -
#10 of 76 Top 11.8% in 3B-5B tier
17
First Mortgage Concentration (%)
balance_sheet
Value: 21.54%
Peer Median: -
#17 of 76 Top 21.1% in 3B-5B tier
19
Indirect Auto Concentration (%)
balance_sheet
Value: 9.15%
Peer Median: -
#19 of 76 Top 23.7% in 3B-5B tier
20
Total Assets
balance_sheet
Value: $4.48B
Peer Median: -
#20 of 76 Top 25.0% in 3B-5B tier

Top Weaknesses (8 metrics)

68
Asset Growth Rate
growth
Value: -1.27%
Peer Median: -
#68 of 76 Bottom 11.8% in 3B-5B tier
68
Loan Growth Rate
growth
Value: -2.33%
Peer Median: -
#68 of 76 Bottom 11.8% in 3B-5B tier
68
Deposit Growth Rate
growth
Value: -0.87%
Peer Median: -
#68 of 76 Bottom 11.8% in 3B-5B tier
67
Member Growth Rate
growth
Value: -1.30%
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
67
Total Delinquency Rate (60+ days)
risk
Value: 1.33%
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
66
Share Certificate Concentration (%)
balance_sheet
Value: 42.72%
Peer Median: -
#66 of 76 Bottom 14.5% in 3B-5B tier
65
Fee Income Per Member
profitability
Value: $112.99
Peer Median: -
#65 of 76 Bottom 15.8% in 3B-5B tier
60
Net Charge-Off Rate
risk
Value: 0.80%
Peer Median: -
#60 of 76 Bottom 22.4% in 3B-5B tier
Link copied to clipboard!