BlastPoint's Credit Union Scorecard

ACHIEVA CREDIT UNION

Charter #60087 · FL

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 3 in FL
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ACHIEVA CREDIT UNION has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 13.5% in tier
  • + Credit Quality Leader: Top 31.9% in tier
  • + ROA 0.14% above tier average
  • + Net Interest Margin 0.28% above tier average
  • + Strong member growth: 6.0% YoY
  • + Total Delinquency Rate (60+ days): Top 9.2% in tier
  • + First Mortgage Concentration (%): Top 9.2% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 9.9% in tier
  • - Credit Risk Growth: Bottom 15.5% in tier
  • - Credit Quality Pressure: Bottom 22.3% in tier
  • - Efficiency ratio 2.00% above tier (higher cost structure)
  • - Total Assets: Bottom 3.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 211,662
+6.0% YoY+1.5% QoQ
-26.8K 238,465
+0.6% YoY
69,671
+4.3% YoY
33,089
+6.1% YoY
43%
Assets $3.0B
+4.8% YoY-1.2% QoQ
$-958.1M $4.0B
-0.1% YoY
$1.1B
+3.8% YoY
$547.7M
+7.8% YoY
Bottom 2.6% in tier
Loans $2.3B
+10.4% YoY+1.5% QoQ
$-730.3M $3.0B
+3.3% YoY
$773.4M
+7.4% YoY
$388.7M
+8.6% YoY
Bottom 10.5% in tier
Deposits $2.7B
+4.1% YoY-2.0% QoQ
$-617.4M $3.3B
+1.1% YoY
$908.2M
+6.5% YoY
$464.6M
+9.3% YoY
Bottom 11.8% 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 0.9%
+57.1% YoY-3.2% QoQ
+0.1% 0.7%
+5.3% YoY
0.6%
+15.9% YoY
0.7%
+273.4% YoY
59%
NIM 3.5%
+18.5% YoY+1.5% QoQ
+0.3% 3.2%
+13.7% YoY
3.6%
+6.7% YoY
3.7%
+5.0% YoY
60%
Efficiency Ratio 73.3%
-4.3% YoY+0.1% QoQ
+2.0% 71.3%
-0.6% YoY
79.0%
+0.0% YoY
79.1%
-3.3% YoY
60%
Delinquency Rate 0.3%
+20.3% YoY-11.5% QoQ
-0.6 0.8%
+15.9% YoY
0.7%
+3.1% YoY
1.2%
-0.9% YoY
Bottom 9.2% in tier
Loan To Share 84.3%
+6.1% YoY+3.6% QoQ
-6.6% 90.8%
+2.0% YoY
71.2%
+0.4% YoY
68.0%
-1.7% YoY
22%
AMR $23,643
+0.9% YoY-1.9% QoQ
$-5K $29,088
+0.1% YoY
$22,283
+3.7% YoY
$19,418
+1.3% YoY
22%
CD Concentration 28.4%
+12.1% YoY+2.6% QoQ
-0.6% 29.0%
+0.7% YoY
23.4%
+4.5% YoY
19.6%
+6.2% YoY
50%
Indirect Auto % 44.4%
+2.1% YoY-0.3% QoQ
+25.6% 18.8%
-3.0% YoY
10.9%
-1.4% YoY
7.9%
-2.9% YoY
Top 7.6% in tier

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#99 of 246 • Top 13.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.97%
(Tier: 3.18%, National: 9.37%)
better than tier avg
Return on Assets: 0.89%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 44.40%
(Tier: 18.77%, National: 7.90%)
but worse than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank improving

Credit Quality Leader

growth
#31 of 95 • Top 31.9% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.25%
(Tier: 0.83%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): 0.04% points
(Tier: 0.07% points, National: 0.07% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY

Concerns (3)

Indirect Auto Dependency

risk
#62 of 202 • Bottom 9.9% in tier

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

Why This Signature
Asset Growth (YoY): 4.84%
(Tier: 5.36%, National: 3.04%)
worse than tier avg
Indirect Auto %: 44.40%
(Tier: 18.77%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 5.97%
(Tier: 3.18%, National: 9.37%)
but better than tier avg
202 of 380 Mid-Market CUs have this signature | 768 nationally
↓ Shrinking -7 CUs YoY | Rank worsening

Credit Risk Growth

risk
#87 of 161 • Bottom 15.5% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 10.42%
(Tier: 6.14%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.04% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 CUs YoY | New qualifier

Credit Quality Pressure

risk
#172 of 217 • Bottom 22.3% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.04% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 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 76 peers in tier

Top Strengths (3 metrics)

8
Total Delinquency Rate (60+ days)
risk
Value: 0.25%
Peer Avg: -
#8 of 76 Top 9.2% in 3B-5B tier
8
First Mortgage Concentration (%)
balance_sheet
Value: 16.10%
Peer Avg: -
#8 of 76 Top 9.2% in 3B-5B tier
19
Member Growth Rate
growth
Value: 5.97%
Peer Avg: -
#19 of 76 Top 23.7% in 3B-5B tier

Top Weaknesses (7 metrics)

74
Total Assets
balance_sheet
Value: $3.01B
Peer Avg: -
#74 of 76 Bottom 3.9% in 3B-5B tier
69
Indirect Auto Concentration (%)
balance_sheet
Value: 44.40%
Peer Avg: -
#69 of 76 Bottom 10.5% in 3B-5B tier
68
Total Loans
balance_sheet
Value: $2.29B
Peer Avg: -
#68 of 76 Bottom 11.8% in 3B-5B tier
67
Total Deposits
balance_sheet
Value: $2.72B
Peer Avg: -
#67 of 76 Bottom 13.2% in 3B-5B tier
59
Loan-to-Share Ratio
balance_sheet
Value: 84.28%
Peer Avg: -
#59 of 76 Bottom 23.7% in 3B-5B tier
59
Average Member Relationship (AMR)
engagement
Value: $23,643
Peer Avg: -
#59 of 76 Bottom 23.7% in 3B-5B tier
58
Loan-to-Member Ratio (LMR)
engagement
Value: $10,813
Peer Avg: -
#58 of 76 Bottom 25.0% in 3B-5B tier
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