BlastPoint's Credit Union Scorecard

ACHIEVA CREDIT UNION

Charter #60087 · FL

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 6 in FL
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ACHIEVA CREDIT UNION has 6 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 45.1% in tier
  • + ROA 0.09% above tier average
  • + Net Interest Margin 0.37% above tier average
  • + Strong member growth: 5.7% YoY
  • + Total Delinquency Rate (60+ days): Top 6.6% in tier
  • + First Mortgage Concentration (%): Top 9.2% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 28.7% in tier
  • - Efficiency ratio 2.73% above tier (higher cost structure)
  • - Total Assets: Bottom 6.6% in tier
  • - Indirect Auto Concentration (%): Bottom 7.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 214,497
+5.7% YoY+1.3% QoQ
-15.9K 230,353
-2.9% YoY
72,012
+7.1% YoY
33,374
+5.7% YoY
53%
Assets $3.1B
+5.9% YoY+1.9% QoQ
$-871.9M $3.9B
+0.3% YoY
$1.1B
+9.4% YoY
$561.6M
+9.7% YoY
Bottom 5.3% in tier
Loans $2.3B
+9.0% YoY+1.9% QoQ
$-603.8M $2.9B
-0.2% YoY
$808.5M
+10.5% YoY
$397.0M
+8.8% YoY
Bottom 14.5% in tier
Deposits $2.7B
+2.8% YoY+0.1% QoQ
$-591.4M $3.3B
-0.3% YoY
$948.9M
+9.7% YoY
$477.3M
+9.7% YoY
16%

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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 0.8%
+41.4% YoY-9.6% QoQ
+0.1% 0.7%
+16.8% YoY
0.6%
+16.0% YoY
0.7%
+15.9% YoY
54%
NIM 3.5%
+15.6% YoY+0.6% QoQ
+0.4% 3.1%
+9.8% YoY
3.6%
+4.0% YoY
3.8%
+5.1% YoY
70%
Efficiency Ratio 74.1%
-3.3% YoY+1.2% QoQ
+2.7% 71.4%
-1.4% YoY
77.7%
-2.7% YoY
79.7%
-3.3% YoY
67%
Delinquency Rate 0.2%
-44.9% YoY-3.0% QoQ
-0.6 0.9%
+5.8% YoY
0.7%
+7.1% YoY
1.3%
-2.1% YoY
Bottom 6.6% in tier
Loan To Share 85.7%
+6.0% YoY+1.7% QoQ
-3.2% 88.9%
-0.2% YoY
71.1%
+0.4% YoY
67.4%
-1.7% YoY
32%
AMR $23,547
-0.2% YoY-0.4% QoQ
$-6K $29,682
+1.5% YoY
$22,519
+3.6% YoY
$19,687
+2.0% YoY
18%
CD Concentration 28.2%
+13.4% YoY-0.8% QoQ
-0.9% 29.0% 24.1% 19.8% 48%
Indirect Auto % 43.9%
+0.1% YoY-1.2% QoQ
+25.6% 18.3% 10.8% 7.8% Top 7.2% in tier

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#112 of 247 • Top 45.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.73%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Return on Assets: 0.80%
(Tier: 0.69%, National: 0.67%)
better than tier avg
Indirect Auto %: 43.88%
(Tier: 18.31%, National: 7.78%)
but worse than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Concerns (1)

Indirect Auto Dependency

risk
#57 of 196 • Bottom 28.7% in tier

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

Why This Signature
Asset Growth (YoY): 5.95%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Indirect Auto %: 43.88%
(Tier: 18.31%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 5.73%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

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 76 peers in tier

Top Strengths (2 metrics)

6
Total Delinquency Rate (60+ days)
risk
Value: 0.25%
Peer Median: -
#6 of 76 Top 6.6% in 3B-5B tier
8
First Mortgage Concentration (%)
balance_sheet
Value: 16.43%
Peer Median: -
#8 of 76 Top 9.2% in 3B-5B tier

Top Weaknesses (5 metrics)

72
Total Assets
balance_sheet
Value: $3.07B
Peer Median: -
#72 of 76 Bottom 6.6% in 3B-5B tier
71
Indirect Auto Concentration (%)
balance_sheet
Value: 43.88%
Peer Median: -
#71 of 76 Bottom 7.9% in 3B-5B tier
65
Total Loans
balance_sheet
Value: $2.33B
Peer Median: -
#65 of 76 Bottom 15.8% in 3B-5B tier
64
Total Deposits
balance_sheet
Value: $2.72B
Peer Median: -
#64 of 76 Bottom 17.1% in 3B-5B tier
62
Average Member Relationship (AMR)
engagement
Value: $23,547
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
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