BlastPoint's Credit Union Scorecard

SUGAR VALLEY

Charter #3558 · NE

2556 CUs in <100M nationally 34 in NE

SUGAR VALLEY has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.49% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.55% below tier average
  • - Efficiency ratio 12.92% above tier (higher cost structure)
  • - Delinquency rate 0.75% above tier average
  • - Member decline: -4.6% YoY
  • - Deposit Growth Rate: Bottom 6.5% in tier
  • - Asset Growth Rate: Bottom 8.0% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (NE) National Avg Tier Percentile
Members 1,505
-4.6% YoY-2.4% QoQ
-1.1K 2,615
-1.9% YoY
11,118
+2.3% YoY
33,374
+5.7% YoY
40%
Assets $6.2M
-7.6% YoY+2.0% QoQ
$-23.9M $30.1M
+2.1% YoY
$137.3M
+7.4% YoY
$561.6M
+9.7% YoY
23%
Loans $3.9M
+4.2% YoY+1.4% QoQ
$-11.9M $15.8M
-1.3% YoY
$99.6M
+9.6% YoY
$397.0M
+8.8% YoY
28%
Deposits $4.8M
-10.4% YoY+2.5% QoQ
$-20.9M $25.7M
+1.4% YoY
$116.6M
+5.9% YoY
$477.3M
+9.7% YoY
22%

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Tier 1
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ROA 0.1%
-115.8% YoY-44.5% QoQ
-0.6% 0.6%
+10.8% YoY
0.6%
+50.8% YoY
0.7%
+15.9% YoY
19%
NIM 4.4%
+16.9% YoY+3.7% QoQ
+0.5% 4.0%
+4.0% YoY
4.0%
+10.2% YoY
3.8%
+5.1% YoY
71%
Efficiency Ratio 95.5%
-1.0% YoY+0.5% QoQ
+12.9% 82.6%
-2.3% YoY
81.4%
-6.7% YoY
79.7%
-3.3% YoY
84%
Delinquency Rate 2.3%
-39.3% YoY+38.8% QoQ
+0.8 1.6%
-3.1% YoY
1.1%
-6.1% YoY
1.3%
-2.1% YoY
82%
Loan To Share 81.6%
+16.4% YoY-1.0% QoQ
+21.0% 60.6%
-3.1% YoY
70.8%
+0.1% YoY
67.4%
-1.7% YoY
80%
AMR $5,758
+0.2% YoY+4.5% QoQ
$-9K $14,783
-1.4% YoY
$17,066
+1.6% YoY
$19,687
+2.0% YoY
Bottom 11.2% in tier
CD Concentration 5.0%
+1.7% YoY-6.5% QoQ
-19.5% 24.4% 22.3% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 5.6% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2556 peers in tier

Top Strengths (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 2556 Top 0.0% in <100M tier
324
Net Worth Ratio
risk
Value: 24.10%
Peer Median: -
#324 of 2556 Top 12.6% in <100M tier
363
Members Per Employee (MPE)
engagement
Value: 501.667
Peer Median: -
#363 of 2556 Top 14.2% in <100M tier
502
Loan-to-Share Ratio
balance_sheet
Value: 81.64%
Peer Median: -
#502 of 2556 Top 19.6% in <100M tier
621
Loan Growth Rate
growth
Value: 4.22%
Peer Median: -
#621 of 2556 Top 24.3% in <100M tier

Top Weaknesses (11 metrics)

2391
Deposit Growth Rate
growth
Value: -10.45%
Peer Median: -
#2391 of 2556 Bottom 6.5% in <100M tier
2353
Asset Growth Rate
growth
Value: -7.61%
Peer Median: -
#2353 of 2556 Bottom 8.0% in <100M tier
2269
Average Member Relationship (AMR)
engagement
Value: $5,758
Peer Median: -
#2269 of 2556 Bottom 11.3% in <100M tier
2136
Efficiency Ratio
profitability
Value: 95.48%
Peer Median: -
#2136 of 2556 Bottom 16.5% in <100M tier
2086
Total Delinquency Rate (60+ days)
risk
Value: 2.31%
Peer Median: -
#2086 of 2556 Bottom 18.4% in <100M tier
2073
Member Growth Rate
growth
Value: -4.57%
Peer Median: -
#2073 of 2556 Bottom 18.9% in <100M tier
2072
Loan-to-Member Ratio (LMR)
engagement
Value: $2,588
Peer Median: -
#2072 of 2556 Bottom 19.0% in <100M tier
2067
Return on Assets (ROA)
profitability
Value: 0.07%
Peer Median: -
#2067 of 2556 Bottom 19.2% in <100M tier
1988
Total Deposits
balance_sheet
Value: $4.77M
Peer Median: -
#1988 of 2556 Bottom 22.3% in <100M tier
1965
Total Assets
balance_sheet
Value: $6.22M
Peer Median: -
#1965 of 2556 Bottom 23.2% in <100M tier
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