✦ Missed CU Wrapped 2025? Read the full Year in Review →

BlastPoint's Credit Union Scorecard

SUNWARD

Charter #5851 · NM

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 1 in NM
View Mid-Market leaderboard →

SUNWARD has 3 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 16.7% in tier
  • + Wallet Share Momentum: Top 16.7% in tier
  • + Loan Growth Rate: Top 6.5% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 33.3% in tier
  • - Indirect Auto Dependency: Bottom 40.9% in tier
  • - ROA 0.56% below tier average
  • - Efficiency ratio 8.97% above tier (higher cost structure)

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 77 credit unions with $3B-$5B in assets nationally, and 1 of 1 that size in New Mexico.
  • Shares and deposits +5.1% year over year ($3.45B in shares and deposits).
  • Membership: 175,688 members, +3.6% vs a year ago.
  • Delinquency rate 0.40%.
  • Return on assets 0.37%.
  • Efficiency ratio 78.42% vs a 69.45% peer average.
  • Loan-to-share ratio 93.34% vs a 90.24% 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 (NM) National Avg Tier Percentile
Members 175,688
+3.6% YoY+0.4% QoQ
-40.9K 216,545
-9.5% YoY
31,280
+3.2% YoY
34,678
+6.6% YoY
25%
Assets $4.6B
+6.1% YoY+1.1% QoQ
+$695.2M $3.9B
-1.6% YoY
$563.2M
+7.3% YoY
$593.1M
+10.2% YoY
Top 14.3% in tier
Loans $3.2B
+19.7% YoY+4.8% QoQ
+$293.7M $2.9B
-1.2% YoY
$387.4M
+10.2% YoY
$418.6M
+10.1% YoY
64%
Deposits $3.5B
+5.1% YoY+1.2% QoQ
+$197.5M $3.3B
-2.6% YoY
$479.3M
+6.9% YoY
$504.8M
+10.3% YoY
56%

See Your Full Scorecard

Unlock complete metrics, rankings, and AI-powered insights — always free

Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

Want to see an example first? Preview Navy Federal's scorecard →

ROA 0.4%
+38.9% QoQ
-0.6% 0.9%
+25.3% YoY
1.0%
+20.6% YoY
1.2%
+121.4% YoY
Bottom 14.3% in tier
NIM 2.8%
+11.2% YoY+1.3% QoQ
-0.4% 3.2%
+3.8% YoY
3.9%
+4.7% YoY
3.8%
+2.3% YoY
18%
Efficiency Ratio 78.4%
-3.0% YoY-1.7% QoQ
+9.0% 69.5%
-2.3% YoY
77.7%
+3.4% YoY
83.0%
-5.3% YoY
84%
Delinquency Rate 0.4%
-21.9% YoY+7.5% QoQ
-0.4 0.8%
+5.5% YoY
1.0%
+10.0% YoY
1.3%
+2.6% YoY
25%
Loan To Share 93.3%
+13.8% YoY+3.5% QoQ
+3.1% 90.2%
+0.9% YoY
70.5%
+0.9% YoY
66.4%
-1.4% YoY
49%
AMR $38,020
+7.8% YoY+2.5% QoQ
+$7K $31,018
+6.9% YoY
$21,119
+3.0% YoY
$20,028
-0.9% YoY
82%
CD Concentration 34.7%
+11.7% YoY+7.5% QoQ
+5.6% 29.1% 24.3% 20.0% 74%
Indirect Auto % 18.5%
+8.0% YoY+1.8% QoQ
+0.4% 18.1% 14.3% 7.7% 58%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#23 of 69 • Top 16.7% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 7.78%
(Tier: 3.62%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.9K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | New qualifier

Wallet Share Momentum

growth
#62 of 125 • Top 16.7% in tier

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

Why This Signature
AMR Growth (YoY): 7.78%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | New qualifier

Concerns (2)

Liquidity Strain

risk
#75 of 168 • Bottom 33.3% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 93.34%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 19.66%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#148 of 193 • Bottom 40.9% in tier

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

Why This Signature
Asset Growth (YoY): 6.12%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 18.46%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 3.60%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

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 77 peers in tier

Top Strengths (6 metrics)

6
Loan Growth Rate
growth
Value: 19.66%
Peer Median: 6.20%
#6 of 77 Top 6.5% in 3B-5B tier
9
AMR Growth Rate
growth
Value: 7.78%
Peer Median: 3.17%
#9 of 77 Top 10.4% in 3B-5B tier
11
Total Assets
balance_sheet
Value: $4.60B
Peer Median: $3.97B
#11 of 77 Top 13.0% in 3B-5B tier
14
Average Member Relationship (AMR)
engagement
Value: $38,020
Peer Median: $28,880
#14 of 77 Top 16.9% in 3B-5B tier
15
Loan-to-Member Ratio (LMR)
engagement
Value: $18,355
Peer Median: $13,282
#15 of 77 Top 18.2% in 3B-5B tier
20
Total Delinquency Rate (60+ days)
risk
Value: 0.40%
Peer Median: 0.63%
#20 of 77 Top 24.7% in 3B-5B tier

Top Weaknesses (6 metrics)

69
Members Per Employee (MPE)
engagement
Value: 291.357
Peer Median: 390.144
#69 of 77 Bottom 11.7% in 3B-5B tier
67
Net Worth Ratio
risk
Value: 8.91%
Peer Median: 10.81%
#67 of 77 Bottom 14.3% in 3B-5B tier
66
Return on Assets (ROA)
profitability
Value: 0.37%
Peer Median: 0.94%
#66 of 77 Bottom 15.6% in 3B-5B tier
66
Efficiency Ratio
profitability
Value: 78.42%
Peer Median: 68.32%
#66 of 77 Bottom 15.6% in 3B-5B tier
66
Fee Income Per Member
profitability
Value: $125.05
Peer Median: $211.54
#66 of 77 Bottom 15.6% in 3B-5B tier
63
Net Interest Margin (NIM)
profitability
Value: 2.79%
Peer Median: 3.28%
#63 of 77 Bottom 19.5% in 3B-5B tier
Link copied to clipboard!