BlastPoint's Credit Union Scorecard

SHAREFAX

Charter #61090 · OH

Community 500M-750M
167 CUs in 500M-750M nationally 7 in OH
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SHAREFAX has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 25.3% in tier
  • + Strong member growth: 31.1% YoY
  • + Member Growth Rate: Top 0.6% in tier
  • + Asset Growth Rate: Top 0.6% in tier
  • + Deposit Growth Rate: Top 0.6% in tier
  • + Loan Growth Rate: Top 1.2% in tier
  • + Total Deposits: Top 6.0% in tier
  • + Total Assets: Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 0.8% in tier
  • - Indirect Auto Dependency: Bottom 0.8% in tier
  • - Credit Quality Pressure: Bottom 22.6% in tier
  • - Efficiency Drag: Bottom 42.8% in tier
  • - ROA 0.27% below tier average
  • - Efficiency ratio 1.99% above tier (higher cost structure)
  • - Delinquency rate 0.17% above tier average
  • - Share Certificate Concentration (%): Bottom 4.8% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (OH) National Avg Tier Percentile
Members 42,151
+31.1% YoY+0.3% QoQ
+4.1K 38,079
-4.8% YoY
16,936
+6.2% YoY
33,913
+5.7% YoY
64%
Assets $726.4M
+39.0% YoY+0.6% QoQ
+$106.7M $619.7M
-0.2% YoY
$257.9M
+8.7% YoY
$578.3M
+9.0% YoY
Top 10.2% in tier
Loans $503.3M
+40.9% YoY-1.0% QoQ
+$83.9M $419.3M
-1.4% YoY
$174.2M
+8.4% YoY
$402.4M
+8.7% YoY
81%
Deposits $650.1M
+38.4% YoY+0.6% QoQ
+$110.7M $539.5M
-0.1% YoY
$221.5M
+9.0% YoY
$494.3M
+9.1% YoY
Top 6.6% 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 0.4%
+483.7% YoY-6.1% QoQ
-0.3% 0.7%
+36.0% YoY
0.6%
+16.1% YoY
0.4%
-39.2% YoY
32%
NIM 2.8%
+22.0% YoY+17.7% QoQ
-0.7% 3.5%
+4.5% YoY
3.7%
+1.7% YoY
3.8%
+4.1% YoY
Bottom 10.2% in tier
Efficiency Ratio 80.4%
-2.8% YoY+7.0% QoQ
+2.0% 78.4%
-3.7% YoY
82.0%
-2.0% YoY
84.6%
+2.8% YoY
54%
Delinquency Rate 0.9%
+36.6% YoY+44.2% QoQ
+0.2 0.7%
-0.9% YoY
1.4%
+35.7% YoY
1.2%
+3.4% YoY
69%
Loan To Share 77.4%
+1.8% YoY-1.6% QoQ
-0.3% 77.7%
-1.2% YoY
61.3%
-2.1% YoY
65.6%
-1.4% YoY
41%
AMR $27,364
+6.4% YoY-0.4% QoQ
+$436 $26,927
+3.1% YoY
$17,686
+5.3% YoY
$19,920
+1.6% YoY
63%
CD Concentration 38.4%
-8.6% YoY-1.9% QoQ
+14.1% 24.3% 19.4% 19.8% Top 8.7% in tier
Indirect Auto % 35.2%
-24.8% YoY+0.9% QoQ
+21.4% 13.8% 11.4% 7.7% Bottom 11.7% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#337 of 491 • Top 25.3% in tier

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

Why This Signature
AMR Growth (YoY): 6.41%
(Tier: 3.74%, National: 6.36%)
better than tier avg
637 nationally
↑ Growing +107 CUs YoY | New qualifier

Concerns (4)

Credit Risk Growth

risk
#47 of 476 • Bottom 0.8% in tier

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

Why This Signature
Loan Growth (YoY): 40.86%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.23% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
710 nationally
→ No prior data (476 CUs now) | New qualifier

Indirect Auto Dependency

risk
#66 of 504 • Bottom 0.8% in tier

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

Why This Signature
Asset Growth (YoY): 38.96%
(Tier: 4.68%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 35.16%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 31.05%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
745 nationally
↓ Shrinking -29 CUs YoY | Rank improving

Credit Quality Pressure

risk
#302 of 727 • Bottom 22.6% in tier

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

Why This Signature
Delinquency Change (YoY): 0.23% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
1013 nationally
↓ Shrinking -60 CUs YoY | Rank worsening

Efficiency Drag

risk
#592 of 596 • Bottom 42.8% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 80.38%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.35% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): 31.05%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
702 nationally
↓ Shrinking -84 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 167 peers in tier

Top Strengths (7 metrics)

2
Member Growth Rate
growth
Value: 31.05%
Peer Median: 1.03%
#2 of 167 Top 0.6% in 500M-750M tier
2
Asset Growth Rate
growth
Value: 38.96%
Peer Median: 4.66%
#2 of 167 Top 0.6% in 500M-750M tier
2
Deposit Growth Rate
growth
Value: 38.38%
Peer Median: 4.02%
#2 of 167 Top 0.6% in 500M-750M tier
3
Loan Growth Rate
growth
Value: 40.86%
Peer Median: 4.25%
#3 of 167 Top 1.2% in 500M-750M tier
11
Total Deposits
balance_sheet
Value: $650.14M
Peer Median: $543.36M
#11 of 167 Top 6.0% in 500M-750M tier
17
Total Assets
balance_sheet
Value: $726.38M
Peer Median: $619.16M
#17 of 167 Top 9.6% in 500M-750M tier
31
Total Loans
balance_sheet
Value: $503.28M
Peer Median: $427.27M
#31 of 167 Top 18.0% in 500M-750M tier

Top Weaknesses (3 metrics)

160
Share Certificate Concentration (%)
balance_sheet
Value: 38.41%
Peer Median: 26.29%
#160 of 167 Bottom 4.8% in 500M-750M tier
150
Net Interest Margin (NIM)
profitability
Value: 2.76%
Peer Median: 3.48%
#150 of 167 Bottom 10.8% in 500M-750M tier
144
Indirect Auto Concentration (%)
balance_sheet
Value: 35.16%
Peer Median: 10.91%
#144 of 167 Bottom 14.4% in 500M-750M tier
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