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BlastPoint's Credit Union Scorecard

AMERICAN HERITAGE

Charter #5621 · PA

Large 5B-7B
39 CUs in 5B-7B nationally 2 in PA
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AMERICAN HERITAGE has 1 strength but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 81.8% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 70.3% in tier
  • - ROA 0.40% below tier average
  • - Efficiency ratio 9.87% above tier (higher cost structure)
  • - Delinquency rate 0.45% above tier average
  • - Loan Growth Rate: Bottom 5.1% in tier
  • - Net Worth Ratio: Bottom 5.1% in tier

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 39 credit unions with $5B-$7B in assets nationally, and 1 of 2 that size in Pennsylvania.
  • Shares and deposits +8.2% year over year ($4.41B in shares and deposits).
  • Membership: 330,603 members, +1.7% vs a year ago.
  • Delinquency rate 1.23%.
  • Return on assets 0.53%.
  • Efficiency ratio 75.05% vs a 65.18% peer average.
  • Loan-to-share ratio 84.84% vs a 85.64% 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 (PA) National Avg Tier Percentile
Members 330,603
+1.7% YoY+0.3% QoQ
+19.7K 310,918
+6.0% YoY
18,280
+5.8% YoY
34,678
+6.6% YoY
64%
Assets $5.4B
+3.9% YoY+0.6% QoQ
$-433.3M $5.8B
-1.1% YoY
$308.6M
+9.9% YoY
$593.1M
+10.2% YoY
31%
Loans $3.7B
-4.5% YoY+0.7% QoQ
$-462.1M $4.2B
-0.7% YoY
$207.1M
+9.1% YoY
$418.6M
+10.1% YoY
31%
Deposits $4.4B
+8.2% YoY+1.3% QoQ
$-488.8M $4.9B
-1.3% YoY
$264.2M
+9.3% YoY
$504.8M
+10.3% YoY
15%

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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 0.5%
-4.8% YoY+29.9% QoQ
-0.4% 0.9%
+35.3% YoY
1.0%
+23.3% YoY
1.2%
+121.4% YoY
18%
NIM 2.8%
-0.9% YoY+1.5% QoQ
-0.4% 3.2%
+9.5% YoY
3.5%
+2.1% YoY
3.8%
+2.3% YoY
28%
Efficiency Ratio 75.0%
-0.7% YoY-5.1% QoQ
+9.9% 65.2%
-9.0% YoY
76.6%
-2.6% YoY
83.0%
-5.3% YoY
77%
Delinquency Rate 1.2%
-0.8% YoY+37.3% QoQ
+0.5 0.8%
+23.8% YoY
1.2%
-8.4% YoY
1.3%
+2.6% YoY
85%
Loan To Share 84.8%
-11.7% YoY-0.6% QoQ
-0.8% 85.6%
-0.2% YoY
53.4%
-2.0% YoY
66.4%
-1.4% YoY
33%
AMR $24,634
+0.3% YoY+0.8% QoQ
$-7K $32,010
-7.3% YoY
$16,967
+3.7% YoY
$20,028
-0.9% YoY
18%
CD Concentration 32.7%
-3.0% YoY-0.5% QoQ
+4.4% 28.3% 15.6% 20.0% 70%
Indirect Auto % 24.8%
+4.4% YoY+7.5% QoQ
+8.0% 16.8% 8.4% 7.7% 73%

Signature Analysis

Strengths (1)

Emerging Performer

growth
#19 of 19 • Top 81.8% 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: 0.53%
(Tier: 0.96%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 1.73%
(Tier: 4.24%, National: 15.67%)
but worse than tier avg
19 of 67 Large CUs have this signature | 283 nationally
→ Stable (18→19 CUs) +1 CUs YoY | Rank worsening

Concerns (1)

Indirect Auto Dependency

risk
#24 of 35 • Bottom 70.3% in tier

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

Why This Signature
Asset Growth (YoY): 3.95%
(Tier: 8.71%, National: 3.30%)
worse than tier avg
Indirect Auto %: 24.85%
(Tier: 16.81%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 1.73%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
35 of 67 Large CUs have this signature | 714 nationally
→ Stable (33→35 CUs) +2 CUs YoY

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 39 peers in tier

Top Strengths (1 metrics)

7
First Mortgage Concentration (%)
balance_sheet
Value: 21.02%
Peer Median: 34.95%
#7 of 39 Top 15.4% in 5B-7B tier

Top Weaknesses (8 metrics)

38
Loan Growth Rate
growth
Value: -4.47%
Peer Median: 4.22%
#38 of 39 Bottom 5.1% in 5B-7B tier
38
Net Worth Ratio
risk
Value: 8.54%
Peer Median: 10.43%
#38 of 39 Bottom 5.1% in 5B-7B tier
34
Total Delinquency Rate (60+ days)
risk
Value: 1.23%
Peer Median: 0.67%
#34 of 39 Bottom 15.4% in 5B-7B tier
33
Total Deposits
balance_sheet
Value: $4.41B
Peer Median: $4.80B
#33 of 39 Bottom 17.9% in 5B-7B tier
32
Return on Assets (ROA)
profitability
Value: 0.53%
Peer Median: 0.85%
#32 of 39 Bottom 20.5% in 5B-7B tier
32
Average Member Relationship (AMR)
engagement
Value: $24,634
Peer Median: $29,661
#32 of 39 Bottom 20.5% in 5B-7B tier
31
Efficiency Ratio
profitability
Value: 75.05%
Peer Median: 66.17%
#31 of 39 Bottom 23.1% in 5B-7B tier
31
Loan-to-Member Ratio (LMR)
engagement
Value: $11,307
Peer Median: $13,956
#31 of 39 Bottom 23.1% in 5B-7B tier
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