BlastPoint's Credit Union Scorecard

FREEDOM

Charter #60275 · PA

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 8 in PA
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FREEDOM has 6 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 16.5% in tier
  • + Profitability Leader: Top 98.9% in tier
  • + ROA 0.31% above tier average
  • + Members Per Employee (MPE): Top 0.7% in tier
  • + Efficiency Ratio: Top 4.6% in tier
  • + AMR Growth Rate: Top 5.3% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 0.8% in tier
  • - Membership Headwinds: Bottom 6.3% in tier
  • - Margin Compression: Bottom 9.8% in tier
  • - Cost Spiral: Bottom 14.3% in tier
  • - Indirect Auto Dependency: Bottom 20.6% in tier
  • - Member decline: -7.7% YoY
  • - Member Growth Rate: Bottom 5.9% in tier
  • - Share Certificate Concentration (%): Bottom 9.5% in tier
  • - Net Interest Margin (NIM): Bottom 9.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (PA) National Avg Tier Percentile
Members 62,199
-7.7% YoY-5.5% QoQ
-36.5K 98,678
-1.9% YoY
17,552
+5.9% YoY
33,089
+6.1% YoY
16%
Assets $1.4B
+5.6% YoY-0.9% QoQ
$-296.0M $1.7B
+0.5% YoY
$283.8M
+10.6% YoY
$547.7M
+7.8% YoY
40%
Loans $767.1M
+0.9% YoY-0.2% QoQ
$-466.0M $1.2B
+0.5% YoY
$193.1M
+8.6% YoY
$388.7M
+8.6% YoY
Bottom 12.5% in tier
Deposits $1.2B
+5.3% YoY-1.3% QoQ
$-229.2M $1.5B
+1.3% YoY
$243.3M
+10.9% YoY
$464.6M
+9.3% YoY
43%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.0%
-25.9% YoY+2.3% QoQ
+0.3% 0.7%
+13.4% YoY
0.8%
+22.9% YoY
0.7%
+273.4% YoY
78%
NIM 2.5%
-4.6% YoY+2.0% QoQ
-0.8% 3.3%
+9.3% YoY
3.5%
+4.5% YoY
3.7%
+5.0% YoY
Bottom 9.5% in tier
Efficiency Ratio 59.0%
+11.9% YoY-1.4% QoQ
-14.9% 74.0%
-10.9% YoY
76.2%
-1.5% YoY
79.1%
-3.3% YoY
Bottom 4.6% in tier
Delinquency Rate 0.8%
-26.3% YoY-0.4% QoQ
-0.1 0.8%
+6.1% YoY
1.3%
-8.2% YoY
1.2%
-0.9% YoY
58%
Loan To Share 62.6%
-4.2% YoY+1.1% QoQ
-22.6% 85.2%
-0.8% YoY
55.4%
-2.3% YoY
68.0%
-1.7% YoY
Bottom 9.9% in tier
AMR $32,030
+12.2% YoY+5.0% QoQ
+$3K $29,172
+2.8% YoY
$16,339
+4.2% YoY
$19,418
+1.3% YoY
73%
CD Concentration 40.0%
-0.2% YoY-1.6% QoQ
+11.0% 29.0%
+0.7% YoY
15.5%
+9.2% YoY
19.6%
+6.2% YoY
Top 11.6% in tier
Indirect Auto % 15.6%
-7.7% YoY-6.3% QoQ
-3.2% 18.8%
-3.0% YoY
8.0%
+2.0% YoY
7.9%
-2.9% YoY
48%

Signature Analysis

Strengths (2)

Wallet Share Momentum

growth
#20 of 116 • Top 16.5% in tier

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

Why This Signature
AMR Growth (YoY): 12.22%
(Tier: 3.04%, National: 4.19%)
better than tier avg
116 of 380 Mid-Market CUs have this signature | 620 nationally
↑ Growing +38 CUs YoY | New qualifier

Profitability Leader

growth
#94 of 95 • Top 98.9% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.01%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): -0.35% points
(Tier: 0.07% points, National: 0.05% points)
but worse than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank worsening

Concerns (5)

Stagnation Risk

risk
#3 of 85 • Bottom 0.8% in tier

Membership declining year-over-year. Shrinking member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -7.75%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
Loan Growth (YoY): 0.86%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
Delinquency Rate: 0.77%
(Tier: 0.83%, National: 1.23%)
but better than tier avg
85 of 380 Mid-Market CUs have this signature | 648 nationally
↑ Growing +6 CUs YoY | New qualifier

Membership Headwinds

decline
#16 of 85 • Bottom 6.3% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -7.75%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
85 of 380 Mid-Market CUs have this signature | 648 nationally
↑ Growing +6 CUs YoY | New qualifier

Margin Compression

decline
#9 of 24 • Bottom 9.8% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.01%
(Tier: 0.71%, National: 0.71%)
but better than tier avg
ROA (Prior Year): 1.37%
(Tier: 0.64%, National: 0.67%)
but better than tier avg
ROA Change (YoY): -0.35% points
(Tier: 0.07% points, National: 0.05% points)
worse than tier avg
24 of 380 Mid-Market CUs have this signature | 169 nationally
↓ Shrinking -16 CUs YoY | New qualifier

Cost Spiral

risk
#9 of 14 • Bottom 14.3% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 6.28% points
(Tier: -7.46% points, National: -1.81% points)
worse than tier avg
Efficiency Ratio (Prior Year): 31.84%
(Tier: 51.53%, National: 63.68%)
but better than tier avg
14 of 380 Mid-Market CUs have this signature | 80 nationally
→ Stable (16→14 CUs) -2 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#128 of 202 • Bottom 20.6% in tier

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

Why This Signature
Asset Growth (YoY): 5.60%
(Tier: 5.36%, National: 3.04%)
but better than tier avg
Indirect Auto %: 15.60%
(Tier: 18.77%, National: 7.90%)
but better than tier avg
Member Growth (YoY): -7.75%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
202 of 380 Mid-Market CUs have this signature | 768 nationally
↓ Shrinking -7 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 304 peers in tier

Top Strengths (5 metrics)

3
Members Per Employee (MPE)
engagement
Value: 668.806
Peer Avg: -
#3 of 304 Top 0.7% in 1B-3B tier
15
Efficiency Ratio
profitability
Value: 59.04%
Peer Avg: -
#15 of 304 Top 4.6% in 1B-3B tier
17
AMR Growth Rate
growth
Value: 12.22%
Peer Avg: -
#17 of 304 Top 5.3% in 1B-3B tier
48
Net Worth Ratio
risk
Value: 13.32%
Peer Avg: -
#48 of 304 Top 15.5% in 1B-3B tier
67
Return on Assets (ROA)
profitability
Value: 1.01%
Peer Avg: -
#67 of 304 Top 21.7% in 1B-3B tier

Top Weaknesses (7 metrics)

287
Member Growth Rate
growth
Value: -7.75%
Peer Avg: -
#287 of 304 Bottom 5.9% in 1B-3B tier
276
Share Certificate Concentration (%)
balance_sheet
Value: 39.98%
Peer Avg: -
#276 of 304 Bottom 9.5% in 1B-3B tier
275
Net Interest Margin (NIM)
profitability
Value: 2.47%
Peer Avg: -
#275 of 304 Bottom 9.9% in 1B-3B tier
274
Loan-to-Share Ratio
balance_sheet
Value: 62.61%
Peer Avg: -
#274 of 304 Bottom 10.2% in 1B-3B tier
266
Total Loans
balance_sheet
Value: $767.07M
Peer Avg: -
#266 of 304 Bottom 12.8% in 1B-3B tier
255
Total Members
engagement
Value: 62,199
Peer Avg: -
#255 of 304 Bottom 16.4% in 1B-3B tier
251
Net Charge-Off Rate
risk
Value: 0.95%
Peer Avg: -
#251 of 304 Bottom 17.8% in 1B-3B tier
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