BlastPoint's Credit Union Scorecard

CHARTER OAK

Charter #3413 · CT

Mid-Market 1B-3B
302 CUs in 1B-3B nationally 5 in CT
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CHARTER OAK has 1 strength but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.58% above tier average

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 53.8% in tier
  • - Indirect Auto Dependency: Bottom 90.3% in tier
  • - Loan-to-Share Ratio: Bottom 7.3% in tier
  • - Loan Growth Rate: Bottom 7.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CT) National Avg Tier Percentile
Members 88,473
-0.1% YoY+0.1% QoQ
-9.0K 97,431
-2.4% YoY
14,275
+6.6% YoY
33,374
+5.7% YoY
52%
Assets $1.7B
+4.5% YoY+2.0% QoQ
$-51.7M $1.7B
+0.9% YoY
$241.1M
+14.1% YoY
$561.6M
+9.7% YoY
57%
Loans $882.1M
-4.2% YoY-1.4% QoQ
$-352.4M $1.2B
+0.5% YoY
$136.5M
+14.4% YoY
$397.0M
+8.8% YoY
24%
Deposits $1.5B
+3.2% YoY+1.8% QoQ
$-355K $1.5B
+0.9% YoY
$211.2M
+13.7% YoY
$477.3M
+9.7% YoY
58%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.3%
+31.9% YoY-2.3% QoQ
+0.6% 0.7%
+20.9% YoY
0.6%
+43.4% YoY
0.7%
+15.9% YoY
Top 10.3% in tier
NIM 2.7%
+14.6% YoY+2.2% QoQ
-0.5% 3.3%
+9.2% YoY
3.6%
+1.8% YoY
3.8%
+5.1% YoY
18%
Efficiency Ratio 64.0%
-9.4% YoY+2.8% QoQ
-10.1% 74.1%
-9.5% YoY
81.1%
-1.3% YoY
79.7%
-3.3% YoY
Bottom 12.3% in tier
Delinquency Rate 0.4%
+35.9% YoY-5.3% QoQ
-0.5 0.9%
+6.2% YoY
1.5%
+7.3% YoY
1.3%
-2.1% YoY
21%
Loan To Share 60.5%
-7.2% YoY-3.1% QoQ
-24.3% 84.8%
-0.8% YoY
54.6%
-1.8% YoY
67.4%
-1.7% YoY
Bottom 7.0% in tier
AMR $26,460
+0.4% YoY+0.5% QoQ
$-3K $29,428
+2.4% YoY
$17,243
+6.0% YoY
$19,687
+2.0% YoY
42%
CD Concentration 22.7%
-9.4% YoY-1.7% QoQ
-6.3% 29.0% 14.6% 19.8% 23%
Indirect Auto % 15.0%
-28.5% YoY-7.3% QoQ
-3.3% 18.3% 4.6% 7.8% 48%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Credit Quality Pressure

risk
#114 of 211 • Bottom 53.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% 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

Indirect Auto Dependency

risk
#177 of 196 • Bottom 90.3% in tier

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

Why This Signature
Asset Growth (YoY): 4.49%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Indirect Auto %: 15.02%
(Tier: 18.31%, National: 7.78%)
but better than tier avg
Member Growth (YoY): -0.06%
(Tier: 3.43%, National: 4.32%)
worse than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 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 302 peers in tier

Top Strengths (6 metrics)

31
Return on Assets (ROA)
profitability
Value: 1.27%
Peer Median: -
#31 of 302 Top 9.9% in 1B-3B tier
38
Efficiency Ratio
profitability
Value: 63.97%
Peer Median: -
#38 of 302 Top 12.3% in 1B-3B tier
38
Net Charge-Off Rate
risk
Value: 0.18%
Peer Median: -
#38 of 302 Top 12.3% in 1B-3B tier
50
Members Per Employee (MPE)
engagement
Value: 435.828
Peer Median: -
#50 of 302 Top 16.2% in 1B-3B tier
64
Total Delinquency Rate (60+ days)
risk
Value: 0.44%
Peer Median: -
#64 of 302 Top 20.9% in 1B-3B tier
74
Share Certificate Concentration (%)
balance_sheet
Value: 22.73%
Peer Median: -
#74 of 302 Top 24.2% in 1B-3B tier

Top Weaknesses (6 metrics)

281
Loan-to-Share Ratio
balance_sheet
Value: 60.46%
Peer Median: -
#281 of 302 Bottom 7.3% in 1B-3B tier
280
Loan Growth Rate
growth
Value: -4.21%
Peer Median: -
#280 of 302 Bottom 7.6% in 1B-3B tier
260
First Mortgage Concentration (%)
balance_sheet
Value: 49.75%
Peer Median: -
#260 of 302 Bottom 14.2% in 1B-3B tier
253
Loan-to-Member Ratio (LMR)
engagement
Value: $9,970
Peer Median: -
#253 of 302 Bottom 16.6% in 1B-3B tier
247
Net Interest Margin (NIM)
profitability
Value: 2.73%
Peer Median: -
#247 of 302 Bottom 18.5% in 1B-3B tier
231
Total Loans
balance_sheet
Value: $882.05M
Peer Median: -
#231 of 302 Bottom 23.8% in 1B-3B tier
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