BlastPoint's Credit Union Scorecard

TRUITY

Charter #3130 · OK

Mid-Market 1B-3B
302 CUs in 1B-3B nationally 4 in OK
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TRUITY has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.58% above tier average
  • + Loan-to-Share Ratio: Top 8.6% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 10.8% in tier
  • - Liquidity Strain: Bottom 12.1% in tier
  • - Credit Risk Growth: Bottom 44.8% in tier
  • - Credit Quality Pressure: Bottom 65.7% in tier
  • - Efficiency Drag: Bottom 97.8% in tier
  • - ROA 0.71% below tier average
  • - Efficiency ratio 6.36% above tier (higher cost structure)
  • - Indirect Auto Concentration (%): Bottom 3.3% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (OK) National Avg Tier Percentile
Members 75,118
+4.2% YoY+0.9% QoQ
-22.3K 97,431
-2.4% YoY
27,482
+2.5% YoY
33,374
+5.7% YoY
34%
Assets $1.2B
+8.2% YoY+1.1% QoQ
$-483.9M $1.7B
+0.9% YoY
$405.9M
+5.4% YoY
$561.6M
+9.7% YoY
24%
Loans $1.1B
+9.4% YoY+1.3% QoQ
$-168.0M $1.2B
+0.5% YoY
$252.1M
+2.0% YoY
$397.0M
+8.8% YoY
45%
Deposits $1.0B
+4.0% YoY-0.3% QoQ
$-419.5M $1.5B
+0.9% YoY
$340.9M
+4.8% YoY
$477.3M
+9.7% YoY
24%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.0%
-113.2% YoY-209.1% QoQ
-0.7% 0.7%
+20.9% YoY
0.5%
+4.6% YoY
0.7%
+15.9% YoY
Bottom 3.6% in tier
NIM 3.9%
+7.0% YoY-0.4% QoQ
+0.6% 3.3%
+9.2% YoY
3.9%
+3.6% YoY
3.8%
+5.1% YoY
84%
Efficiency Ratio 80.4%
+3.5% YoY-0.1% QoQ
+6.4% 74.1%
-9.5% YoY
81.1%
+0.6% YoY
79.7%
-3.3% YoY
75%
Delinquency Rate 0.8%
+11.4% YoY+3.7% QoQ
-0.1 0.9%
+6.2% YoY
1.2%
+8.0% YoY
1.3%
-2.1% YoY
55%
Loan To Share 102.6%
+5.1% YoY+1.5% QoQ
+17.8% 84.8%
-0.8% YoY
70.1%
-2.3% YoY
67.4%
-1.7% YoY
Top 8.9% in tier
AMR $28,039
+2.3% YoY-0.4% QoQ
$-1K $29,428
+2.4% YoY
$18,047
+3.6% YoY
$19,687
+2.0% YoY
52%
CD Concentration 22.7%
-1.3% YoY-0.4% QoQ
-6.4% 29.0% 23.0% 19.8% 23%
Indirect Auto % 51.1%
+1.2% YoY-0.6% QoQ
+32.8% 18.3% 14.8% 7.8% Top 2.9% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Indirect Auto Dependency

risk
#22 of 196 • Bottom 10.8% in tier

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

Why This Signature
Asset Growth (YoY): 8.25%
(Tier: 6.83%, National: 3.54%)
but better than tier avg
Indirect Auto %: 51.13%
(Tier: 18.31%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 4.25%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Liquidity Strain

risk
#21 of 166 • Bottom 12.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 102.56%
(Tier: 85.73%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 9.37%
(Tier: 6.38%, National: 111.96%)
but better than tier avg
166 of 378 Mid-Market CUs have this signature | 439 nationally
↓ Shrinking -7 CUs YoY | Rank improving

Credit Risk Growth

risk
#74 of 164 • Bottom 44.8% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 9.37%
(Tier: 6.38%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.08% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
164 of 378 Mid-Market CUs have this signature | 665 nationally
→ No prior data (164 CUs now) | New qualifier

Credit Quality Pressure

risk
#139 of 211 • Bottom 65.7% in tier

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

Why This Signature
Delinquency Change (YoY): 0.08% 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 improving

Efficiency Drag

risk
#88 of 90 • Bottom 97.8% in tier

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

Why This Signature
Efficiency Ratio: 80.42%
(Tier: 73.53%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.23% points
(Tier: 0.12% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): 4.25%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
90 of 378 Mid-Market CUs have this signature | 633 nationally
↓ Shrinking -36 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 302 peers in tier

Top Strengths (5 metrics)

27
Loan-to-Share Ratio
balance_sheet
Value: 102.56%
Peer Median: -
#27 of 302 Top 8.6% in 1B-3B tier
48
Net Interest Margin (NIM)
profitability
Value: 3.85%
Peer Median: -
#48 of 302 Top 15.6% in 1B-3B tier
51
First Mortgage Concentration (%)
balance_sheet
Value: 19.71%
Peer Median: -
#51 of 302 Top 16.6% in 1B-3B tier
73
Share Certificate Concentration (%)
balance_sheet
Value: 22.68%
Peer Median: -
#73 of 302 Top 23.8% in 1B-3B tier
74
Loan Growth Rate
growth
Value: 9.37%
Peer Median: -
#74 of 302 Top 24.2% in 1B-3B tier

Top Weaknesses (7 metrics)

293
Indirect Auto Concentration (%)
balance_sheet
Value: 51.13%
Peer Median: -
#293 of 302 Bottom 3.3% in 1B-3B tier
291
Return on Assets (ROA)
profitability
Value: -0.03%
Peer Median: -
#291 of 302 Bottom 4.0% in 1B-3B tier
258
Net Charge-Off Rate
risk
Value: 0.98%
Peer Median: -
#258 of 302 Bottom 14.9% in 1B-3B tier
247
Net Worth Ratio
risk
Value: 9.35%
Peer Median: -
#247 of 302 Bottom 18.5% in 1B-3B tier
231
Total Deposits
balance_sheet
Value: $1.04B
Peer Median: -
#231 of 302 Bottom 23.8% in 1B-3B tier
228
Efficiency Ratio
profitability
Value: 80.42%
Peer Median: -
#228 of 302 Bottom 24.8% in 1B-3B tier
228
Total Assets
balance_sheet
Value: $1.24B
Peer Median: -
#228 of 302 Bottom 24.8% in 1B-3B tier
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