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BlastPoint's Credit Union Scorecard

SOUTHWEST MONTANA COMMUNITY

Charter #4401 · MT

100M-500M
1070 CUs in 100M-500M nationally 13 in MT

SOUTHWEST MONTANA COMMUNITY has 8 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + ROA 0.13% above tier average
  • + Net Interest Margin 0.39% above tier average
  • + Strong member growth: 42.3% YoY
  • + Member Growth Rate: Top 0.6% in tier
  • + Loan Growth Rate: Top 0.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Delinquency rate 0.60% above tier average
  • - AMR Growth Rate: Bottom 5.2% in tier
  • - Net Charge-Off Rate: Bottom 6.6% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MT) National Avg Tier Percentile
Members 11,541
+42.3% YoY-0.9% QoQ
-3.6K 15,145
-2.5% YoY
10,888
+4.4% YoY
33,913
+5.7% YoY
41%
Assets $202.6M
+30.5% YoY-2.0% QoQ
$-29.1M $231.7M
+0.8% YoY
$199.2M
+7.2% YoY
$578.3M
+9.0% YoY
52%
Loans $115.5M
+42.8% YoY-2.0% QoQ
$-28.6M $144.1M
+0.2% YoY
$130.6M
+6.8% YoY
$402.4M
+8.7% YoY
46%
Deposits $182.2M
+30.1% YoY-2.2% QoQ
$-19.0M $201.1M
+0.4% YoY
$171.8M
+7.2% YoY
$494.3M
+9.1% YoY
53%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.9%
-30.5% YoY+90.8% QoQ
+0.1% 0.7%
+5.1% YoY
0.8%
+356.3% YoY
0.4%
-39.2% YoY
61%
NIM 4.0%
+26.4% YoY+16.5% QoQ
+0.4% 3.6%
+4.6% YoY
3.6%
+0.6% YoY
3.8%
+4.1% YoY
75%
Efficiency Ratio 70.8%
+2.6% YoY-7.3% QoQ
-7.2% 78.0%
-1.7% YoY
77.3%
-4.1% YoY
84.6%
+2.8% YoY
26%
Delinquency Rate 1.4%
+348.4% YoY-2.4% QoQ
+0.6 0.8%
+7.1% YoY
0.9%
-3.4% YoY
1.2%
+3.4% YoY
Bottom 12.9% in tier
Loan To Share 63.4%
+9.8% YoY+0.2% QoQ
-7.0% 70.4%
-0.4% YoY
64.8%
-3.7% YoY
65.6%
-1.4% YoY
33%
AMR $25,798
-5.3% YoY-1.2% QoQ
+$879 $24,918
+2.7% YoY
$22,075
+3.7% YoY
$19,920
+1.6% YoY
66%
CD Concentration 14.6%
-1.8% YoY-4.9% QoQ
-9.7% 24.3% 18.1% 19.8% 50%
Indirect Auto % 0.6%
-55.6% YoY-16.6% QoQ
-13.2% 13.8% 5.6% 7.7% 50%

Signature Analysis

Strengths (3)

Organic Growth Leader

growth
#2 of 371 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 42.27%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Indirect Auto %: 0.58%
(Tier: 13.80%, National: 7.73%)
better than tier avg
371 of 1070 Mid-Small & Community CUs have this signature | 518 nationally
→ No prior data (371 CUs now) | New qualifier

Organic Growth Engine

growth
#48 of 352 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 42.27%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Return on Assets: 0.85%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Indirect Auto %: 0.58%
(Tier: 13.80%, National: 7.73%)
better than tier avg
352 of 1070 Mid-Small & Community CUs have this signature | 499 nationally
→ No prior data (352 CUs now) | New qualifier

Emerging Performer

growth
#37 of 157 • Top 50.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.85%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Member Growth (YoY): 42.27%
(Tier: 0.72%, National: 10.19%)
better than tier avg
157 of 1070 Mid-Small & Community CUs have this signature | 260 nationally
→ No prior data (157 CUs now) | New qualifier

Concerns (4)

Credit Risk Growth

risk
#1 of 476 • Bottom 50.0% in tier

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

Why This Signature
Loan Growth (YoY): 42.83%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 1.07% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
476 of 1070 Mid-Small & Community CUs have this signature | 710 nationally
→ No prior data (476 CUs now) | New qualifier

Credit Quality Pressure

risk
#23 of 727 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 1.07% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
727 of 1070 Mid-Small & Community CUs have this signature | 1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#60 of 238 • Bottom 50.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -5.28%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 1070 Mid-Small & Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | New qualifier

Margin Compression

decline
#82 of 133 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.85%
(Tier: 0.72%, National: 0.39%)
but better than tier avg
ROA (Prior Year): 1.23%
(Tier: 0.67%, National: 0.75%)
but better than tier avg
ROA Change (YoY): -0.38% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
133 of 1070 Mid-Small & Community CUs have this signature | 162 nationally
→ No prior data (133 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 1070 peers in tier

Top Strengths (6 metrics)

7
Member Growth Rate
growth
Value: 42.27%
Peer Median: -0.06%
#7 of 1070 Top 0.6% in 100M-500M tier
7
Loan Growth Rate
growth
Value: 42.83%
Peer Median: 2.93%
#7 of 1070 Top 0.6% in 100M-500M tier
10
Asset Growth Rate
growth
Value: 30.53%
Peer Median: 3.91%
#10 of 1070 Top 0.8% in 100M-500M tier
12
Deposit Growth Rate
growth
Value: 30.10%
Peer Median: 3.30%
#12 of 1070 Top 1.0% in 100M-500M tier
224
Share Certificate Concentration (%)
balance_sheet
Value: 14.59%
Peer Median: 23.10%
#224 of 1070 Top 20.8% in 100M-500M tier
265
Net Interest Margin (NIM)
profitability
Value: 4.03%
Peer Median: 3.62%
#265 of 1070 Top 24.7% in 100M-500M tier

Top Weaknesses (5 metrics)

1015
AMR Growth Rate
growth
Value: -5.28%
Peer Median: 3.46%
#1015 of 1070 Bottom 5.2% in 100M-500M tier
1000
Net Charge-Off Rate
risk
Value: 1.27%
Peer Median: 0.35%
#1000 of 1070 Bottom 6.6% in 100M-500M tier
933
Total Delinquency Rate (60+ days)
risk
Value: 1.37%
Peer Median: 0.61%
#933 of 1070 Bottom 12.9% in 100M-500M tier
905
First Mortgage Concentration (%)
balance_sheet
Value: 48.60%
Peer Median: 29.47%
#905 of 1070 Bottom 15.5% in 100M-500M tier
834
Members Per Employee (MPE)
engagement
Value: 256.467
Peer Median: 309.176
#834 of 1070 Bottom 22.1% in 100M-500M tier
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