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BlastPoint's Credit Union Scorecard

FORT FINANCIAL

Charter #5431 · IN

100M-500M
1024 CUs in 100M-500M nationally 21 in IN

FORT FINANCIAL has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.36% above tier average
  • + Net Interest Margin 0.39% above tier average
  • + AMR Growth Rate: Top 6.4% in tier
  • + Asset Growth Rate: Top 7.2% in tier
  • + Deposit Growth Rate: Top 7.8% in tier
  • + Total Loans: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Efficiency ratio 4.22% above tier (higher cost structure)
  • - Member decline: -4.0% YoY

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 21 that size in Indiana.
  • Shares and deposits +10.5% year over year ($349M in shares and deposits).
  • Membership: 23,200 members, -4.0% vs a year ago.
  • Delinquency rate 0.50%.
  • Return on assets 1.22%.
  • Efficiency ratio 80.95% vs a 76.73% peer average.
  • Loan-to-share ratio 82.30% vs a 71.54% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 23,200
-4.0% YoY-0.9% QoQ
+8.0K 15,168
-2.6% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
Top 15.0% in tier
Assets $397.3M
+10.8% YoY-0.3% QoQ
+$165.3M $232.0M
+0.7% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
Top 11.8% in tier
Loans $287.0M
+4.0% YoY-1.7% QoQ
+$140.7M $146.3M
+0.2% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
Top 7.9% in tier
Deposits $348.7M
+10.5% YoY-0.5% QoQ
+$148.0M $200.7M
+0.2% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
Top 10.2% in tier

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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 1.2%
+32.5% YoY+9.5% QoQ
+0.4% 0.9%
+12.5% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
77%
NIM 4.1%
-8.4% YoY+0.8% QoQ
+0.4% 3.7%
+4.5% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
74%
Efficiency Ratio 81.0%
+2.2% YoY-2.0% QoQ
+4.2% 76.7%
-0.8% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
61%
Delinquency Rate 0.5%
-4.1% YoY+86.6% QoQ
-0.4 0.9%
+6.6% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
36%
Loan To Share 82.3%
-5.9% YoY-1.2% QoQ
+10.8% 71.5%
-0.3% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
70%
AMR $27,402
+12.0% YoY-0.2% QoQ
+$2K $25,107
+3.2% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
72%
CD Concentration 28.1%
+25.3% YoY-0.4% QoQ
+3.5% 24.6% 19.4% 20.0% 50%
Indirect Auto % 8.5%
-38.0% YoY-10.6% QoQ
-5.1% 13.6% 11.1% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#84 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 12.00%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | Rank improving

Concerns (3)

Membership Headwinds

decline
#171 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -4.04%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Stagnation Risk

risk
#312 of 549 • Bottom 50.0% 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): -4.04%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 4.02%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.50%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Efficiency Drag

risk
#500 of 531 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 80.95%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.30% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -4.04%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 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 1024 peers in tier

Top Strengths (10 metrics)

67
AMR Growth Rate
growth
Value: 12.00%
Peer Median: 3.53%
#67 of 1024 Top 6.4% in 100M-500M tier
75
Asset Growth Rate
growth
Value: 10.78%
Peer Median: 4.12%
#75 of 1024 Top 7.2% in 100M-500M tier
81
Deposit Growth Rate
growth
Value: 10.50%
Peer Median: 3.58%
#81 of 1024 Top 7.8% in 100M-500M tier
81
Total Loans
balance_sheet
Value: $287.00M
Peer Median: $124.04M
#81 of 1024 Top 7.8% in 100M-500M tier
104
Total Deposits
balance_sheet
Value: $348.73M
Peer Median: $170.77M
#104 of 1024 Top 10.1% in 100M-500M tier
113
Fee Income Per Member
profitability
Value: $252.96
Peer Median: $159.88
#113 of 1024 Top 10.9% in 100M-500M tier
121
Total Assets
balance_sheet
Value: $397.34M
Peer Median: $196.38M
#121 of 1024 Top 11.7% in 100M-500M tier
154
Total Members
engagement
Value: 23,200
Peer Median: 13,128
#154 of 1024 Top 14.9% in 100M-500M tier
234
Return on Assets (ROA)
profitability
Value: 1.22%
Peer Median: 0.75%
#234 of 1024 Top 22.8% in 100M-500M tier
237
Loan-to-Member Ratio (LMR)
engagement
Value: $12,371
Peer Median: $9,434
#237 of 1024 Top 23.0% in 100M-500M tier

Top Weaknesses (2 metrics)

883
Member Growth Rate
growth
Value: -4.04%
Peer Median: -0.03%
#883 of 1024 Bottom 13.9% in 100M-500M tier
832
Members Per Employee (MPE)
engagement
Value: 246.809
Peer Median: 310.924
#832 of 1024 Bottom 18.8% in 100M-500M tier
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