BlastPoint's Credit Union Scorecard

TRUENERGY

Charter #3323 · VA

1069 CUs in 100M-500M nationally 25 in VA

TRUENERGY has 1 strength but faces 10 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.19% above tier average

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 33.1% in tier
  • - Membership Headwinds: Bottom 49.2% in tier
  • - Efficiency Drag: Bottom 83.6% in tier
  • - ROA 0.67% below tier average
  • - Efficiency ratio 7.54% above tier (higher cost structure)
  • - Delinquency rate 1.11% above tier average
  • - Member decline: -2.8% YoY
  • - Total Delinquency Rate (60+ days): Bottom 7.4% in tier
  • - Deposit Growth Rate: Bottom 8.7% in tier
  • - Asset Growth Rate: Bottom 9.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (VA) National Avg Tier Percentile
Members 7,879
-2.8% YoY-0.5% QoQ
-7.6K 15,437
-2.9% YoY
222,299
+7.3% YoY
33,374
+5.7% YoY
16%
Assets $124.7M
-1.4% YoY+0.5% QoQ
$-107.1M $231.9M
+1.3% YoY
$2.9B
+9.9% YoY
$561.6M
+9.7% YoY
16%
Loans $92.5M
+1.2% YoY+0.2% QoQ
$-54.8M $147.3M
-0.1% YoY
$2.1B
+6.6% YoY
$397.0M
+8.8% YoY
31%
Deposits $108.7M
-2.0% YoY+0.6% QoQ
$-92.1M $200.8M
+0.8% YoY
$2.5B
+10.1% YoY
$477.3M
+9.7% YoY
17%

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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 0.1%
-108.1% YoY-51.4% QoQ
-0.7% 0.8%
+18.2% YoY
0.6%
+3.1% YoY
0.7%
+15.9% YoY
Bottom 8.7% in tier
NIM 3.8%
+7.5% YoY+1.0% QoQ
+0.2% 3.6%
+6.7% YoY
3.9%
+2.0% YoY
3.8%
+5.1% YoY
61%
Efficiency Ratio 84.6%
-11.3% YoY+2.1% QoQ
+7.5% 77.0%
-3.1% YoY
80.2%
-0.6% YoY
79.7%
-3.3% YoY
77%
Delinquency Rate 2.0%
-7.5% YoY+41.2% QoQ
+1.1 0.9%
+4.2% YoY
1.4%
-11.9% YoY
1.3%
-2.1% YoY
Top 7.4% in tier
Loan To Share 85.1%
+3.3% YoY-0.4% QoQ
+12.9% 72.2%
-1.1% YoY
65.1%
-5.8% YoY
67.4%
-1.7% YoY
75%
AMR $25,536
+2.3% YoY+0.9% QoQ
+$860 $24,676
+3.4% YoY
$18,904
+2.4% YoY
$19,687
+2.0% YoY
65%
CD Concentration 31.6%
+3.6% YoY+1.1% QoQ
+7.2% 24.4% 18.3% 19.8% 50%
Indirect Auto % 0.3%
-58.6% YoY-9.2% QoQ
-13.5% 13.8% 9.6% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Stagnation Risk

risk
#184 of 554 • Bottom 33.1% 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): -2.81%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 1.18%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 2.00%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Membership Headwinds

decline
#273 of 554 • Bottom 49.2% in tier

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

Why This Signature
Member Growth (YoY): -2.81%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Efficiency Drag

risk
#450 of 538 • Bottom 83.6% in tier

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

Why This Signature
Efficiency Ratio: 84.56%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): 1.26% points
(Tier: 0.11% points, National: 0.02% points)
but better than tier avg
Member Growth (YoY): -2.81%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 CUs YoY | Rank worsening

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 1069 peers in tier

Top Strengths (1 metrics)

267
Loan-to-Share Ratio
balance_sheet
Value: 85.09%
Peer Median: -
#267 of 1069 Top 24.9% in 100M-500M tier

Top Weaknesses (11 metrics)

991
Total Delinquency Rate (60+ days)
risk
Value: 2.00%
Peer Median: -
#991 of 1069 Bottom 7.4% in 100M-500M tier
977
Deposit Growth Rate
growth
Value: -2.01%
Peer Median: -
#977 of 1069 Bottom 8.7% in 100M-500M tier
976
Return on Assets (ROA)
profitability
Value: 0.09%
Peer Median: -
#976 of 1069 Bottom 8.8% in 100M-500M tier
964
Asset Growth Rate
growth
Value: -1.43%
Peer Median: -
#964 of 1069 Bottom 9.9% in 100M-500M tier
896
Total Members
engagement
Value: 7,879
Peer Median: -
#896 of 1069 Bottom 16.3% in 100M-500M tier
895
Total Assets
balance_sheet
Value: $124.73M
Peer Median: -
#895 of 1069 Bottom 16.4% in 100M-500M tier
888
Total Deposits
balance_sheet
Value: $108.70M
Peer Median: -
#888 of 1069 Bottom 17.0% in 100M-500M tier
847
Member Growth Rate
growth
Value: -2.81%
Peer Median: -
#847 of 1069 Bottom 20.9% in 100M-500M tier
825
Efficiency Ratio
profitability
Value: 84.56%
Peer Median: -
#825 of 1069 Bottom 22.9% in 100M-500M tier
820
Share Certificate Concentration (%)
balance_sheet
Value: 31.64%
Peer Median: -
#820 of 1069 Bottom 23.4% in 100M-500M tier
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