BlastPoint's Credit Union Scorecard

ACHIEVA CREDIT UNION

Charter #60087 · FL

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 7 in FL
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ACHIEVA CREDIT UNION has 4 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.13% above tier average
  • + Net Interest Margin 0.25% above tier average
  • + Strong member growth: 5.4% YoY
  • + First Mortgage Concentration (%): Top 9.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 32.1% in tier
  • - Credit Quality Pressure: Bottom 32.6% in tier
  • - Indirect Auto Dependency: Bottom 55.5% in tier
  • - Efficiency ratio 0.24% above tier (higher cost structure)
  • - Indirect Auto Concentration (%): Bottom 7.7% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 218,701
+5.4% YoY+2.0% QoQ
-1.7K 220,435
-7.6% YoY
74,034
+8.9% YoY
33,913
+5.7% YoY
56%
Assets $3.2B
+4.5% YoY+2.6% QoQ
$-765.2M $3.9B
-1.5% YoY
$1.2B
+11.7% YoY
$578.3M
+9.0% YoY
Bottom 11.5% in tier
Loans $2.4B
+8.5% YoY+3.7% QoQ
$-475.1M $2.9B
-1.1% YoY
$841.5M
+13.6% YoY
$402.4M
+8.7% YoY
18%
Deposits $2.8B
+3.4% YoY+4.5% QoQ
$-456.2M $3.3B
-2.5% YoY
$1.0B
+12.4% YoY
$494.3M
+9.1% YoY
26%

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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%
+28.9% YoY+7.3% QoQ
+0.1% 0.7%
+10.6% YoY
0.6%
-11.7% YoY
0.4%
-39.2% YoY
59%
NIM 3.5%
-0.3% YoY-1.4% QoQ
+0.3% 3.2%
+4.6% YoY
3.6%
+2.7% YoY
3.8%
+4.1% YoY
64%
Efficiency Ratio 71.5%
-4.1% YoY-3.5% QoQ
+0.2% 71.3%
-2.6% YoY
80.0%
+2.7% YoY
84.6%
+2.8% YoY
53%
Delinquency Rate 0.3%
+46.8% YoY+29.5% QoQ
-0.4 0.7%
+9.2% YoY
0.6%
+6.2% YoY
1.2%
+3.4% YoY
Top 11.5% in tier
Loan To Share 85.1%
+4.9% YoY-0.7% QoQ
-2.9% 88.0%
+0.9% YoY
70.1%
+1.4% YoY
65.6%
-1.4% YoY
28%
AMR $24,050
+0.2% YoY+2.1% QoQ
$-7K $30,672
+5.5% YoY
$23,044
+4.5% YoY
$19,920
+1.6% YoY
19%
CD Concentration 29.8%
+18.2% YoY+5.8% QoQ
+0.9% 28.8% 24.4% 19.8% 56%
Indirect Auto % 44.2%
-2.5% YoY+0.8% QoQ
+26.1% 18.1% 10.8% 7.7% Bottom 7.6% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Indirect Auto Dependency

risk
#74 of 198 • Bottom 55.5% in tier

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

Why This Signature
Asset Growth (YoY): 4.48%
(Tier: 6.82%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 44.22%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 5.41%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Credit Risk Growth

risk
#79 of 183 • Bottom 32.1% in tier

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

Why This Signature
Loan Growth (YoY): 8.49%
(Tier: 6.71%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.10% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
183 of 384 Mid-Market CUs have this signature | 710 nationally
→ No prior data (183 CUs now) | New qualifier

Credit Quality Pressure

risk
#124 of 225 • Bottom 32.6% in tier

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

Why This Signature
Delinquency Change (YoY): 0.10% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
225 of 384 Mid-Market CUs have this signature | 1013 nationally
→ Stable (228→225 CUs) -3 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 78 peers in tier

Top Strengths (2 metrics)

8
First Mortgage Concentration (%)
balance_sheet
Value: 16.31%
Peer Median: 32.80%
#8 of 78 Top 9.0% in 3B-5B tier
10
Total Delinquency Rate (60+ days)
risk
Value: 0.32%
Peer Median: 0.54%
#10 of 78 Top 11.5% in 3B-5B tier

Top Weaknesses (4 metrics)

73
Indirect Auto Concentration (%)
balance_sheet
Value: 44.22%
Peer Median: 18.10%
#73 of 78 Bottom 7.7% in 3B-5B tier
69
Total Assets
balance_sheet
Value: $3.15B
Peer Median: $3.94B
#69 of 78 Bottom 12.8% in 3B-5B tier
64
Total Loans
balance_sheet
Value: $2.42B
Peer Median: $2.92B
#64 of 78 Bottom 19.2% in 3B-5B tier
63
Average Member Relationship (AMR)
engagement
Value: $24,050
Peer Median: $28,813
#63 of 78 Bottom 20.5% in 3B-5B tier
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