BlastPoint's Credit Union Scorecard

SHELL WESTERN STATES

Charter #5484 · CA

2556 CUs in <100M nationally 91 in CA

SHELL WESTERN STATES has 4 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Average Member Relationship (AMR): Top 0.8% in tier
  • + Loan-to-Member Ratio (LMR): Top 1.6% in tier
  • + Total Deposits: Top 9.5% in tier

Key Concerns

Areas that may need attention

  • - ROA 3.07% below tier average
  • - Efficiency ratio 38.62% above tier (higher cost structure)
  • - Member decline: -4.9% YoY
  • - Net Charge-Off Rate: Bottom 4.5% in tier
  • - Loan Growth Rate: Bottom 8.4% in tier
  • - Net Interest Margin (NIM): Bottom 9.0% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 2,228
-4.9% YoY-1.5% QoQ
-387 2,615
-1.9% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
56%
Assets $73.0M
+1.7% YoY-0.5% QoQ
+$42.9M $30.1M
+2.1% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
Top 11.0% in tier
Loans $35.2M
-16.7% YoY-7.8% QoQ
+$19.4M $15.8M
-1.3% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
Top 13.9% in tier
Deposits $64.8M
+4.2% YoY-0.4% QoQ
+$39.1M $25.7M
+1.4% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
Top 9.5% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -2.4%
+44.8% YoY-3.2% QoQ
-3.1% 0.6%
+10.8% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
Bottom 2.5% in tier
NIM 2.6%
-13.4% YoY+1.0% QoQ
-1.4% 4.0%
+4.0% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
Bottom 9.0% in tier
Efficiency Ratio 121.2%
+16.9% YoY-1.3% QoQ
+38.6% 82.6%
-2.3% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
Top 3.8% in tier
Delinquency Rate 0.3%
-76.7% YoY-54.8% QoQ
-1.2 1.6%
-3.1% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
32%
Loan To Share 54.2%
-20.1% YoY-7.4% QoQ
-6.4% 60.6%
-3.1% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
40%
AMR $44,866
+0.7% YoY-1.7% QoQ
+$30K $14,783
-1.4% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
Top 0.8% in tier
CD Concentration 29.8%
+21.8% YoY-3.7% QoQ
+5.4% 24.4% 21.7% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 9.2% 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
21
Average Member Relationship (AMR)
engagement
Value: $44,866
Peer Median: -
#21 of 2556 Top 0.8% in <100M tier
42
Loan-to-Member Ratio (LMR)
engagement
Value: $15,778
Peer Median: -
#42 of 2556 Top 1.6% in <100M tier
243
Total Deposits
balance_sheet
Value: $64.81M
Peer Median: -
#243 of 2556 Top 9.5% in <100M tier
281
Total Assets
balance_sheet
Value: $73.01M
Peer Median: -
#281 of 2556 Top 11.0% in <100M tier
355
Total Loans
balance_sheet
Value: $35.15M
Peer Median: -
#355 of 2556 Top 13.8% in <100M tier

Top Weaknesses (10 metrics)

2493
Return on Assets (ROA)
profitability
Value: -2.45%
Peer Median: -
#2493 of 2556 Bottom 2.5% in <100M tier
2459
Efficiency Ratio
profitability
Value: 121.18%
Peer Median: -
#2459 of 2556 Bottom 3.8% in <100M tier
2442
Net Charge-Off Rate
risk
Value: 2.44%
Peer Median: -
#2442 of 2556 Bottom 4.5% in <100M tier
2342
Loan Growth Rate
growth
Value: -16.74%
Peer Median: -
#2342 of 2556 Bottom 8.4% in <100M tier
2326
Net Interest Margin (NIM)
profitability
Value: 2.56%
Peer Median: -
#2326 of 2556 Bottom 9.0% in <100M tier
2226
Net Worth Ratio
risk
Value: 9.49%
Peer Median: -
#2226 of 2556 Bottom 12.9% in <100M tier
2114
Member Growth Rate
growth
Value: -4.95%
Peer Median: -
#2114 of 2556 Bottom 17.3% in <100M tier
2104
Share Certificate Concentration (%)
balance_sheet
Value: 29.79%
Peer Median: -
#2104 of 2556 Bottom 17.7% in <100M tier
2080
First Mortgage Concentration (%)
balance_sheet
Value: 32.06%
Peer Median: -
#2080 of 2556 Bottom 18.7% in <100M tier
2049
Members Per Employee (MPE)
engagement
Value: 222.800
Peer Median: -
#2049 of 2556 Bottom 19.9% in <100M tier
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