BlastPoint's Credit Union Scorecard

ACHIEVE FINANCIAL

Charter #61256 · CT

100M-500M
1069 CUs in 100M-500M nationally 13 in CT

ACHIEVE FINANCIAL has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.22% above tier average
  • + Share Certificate Concentration (%): Top 3.8% in tier
  • + Members Per Employee (MPE): Top 8.8% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.47% below tier average
  • - Efficiency ratio 10.32% above tier (higher cost structure)
  • - Delinquency rate 1.58% above tier average
  • - Member decline: -5.2% YoY

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CT) National Avg Tier Percentile
Members 16,452
-5.2% YoY-0.3% QoQ
+1.0K 15,437
-2.9% YoY
14,275
+6.6% YoY
33,374
+5.7% YoY
64%
Assets $183.7M
+0.9% YoY-0.1% QoQ
$-48.2M $231.9M
+1.3% YoY
$241.1M
+14.1% YoY
$561.6M
+9.7% YoY
45%
Loans $109.6M
-8.9% YoY-1.1% QoQ
$-37.7M $147.3M
-0.1% YoY
$136.5M
+14.4% YoY
$397.0M
+8.8% YoY
41%
Deposits $163.1M
+3.4% YoY+2.6% QoQ
$-37.7M $200.8M
+0.8% YoY
$211.2M
+13.7% YoY
$477.3M
+9.7% YoY
47%

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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 0.3%
+232.5% YoY+24.1% QoQ
-0.5% 0.8%
+18.2% YoY
0.6%
+43.4% YoY
0.7%
+15.9% YoY
18%
NIM 3.8%
+8.0% YoY+0.7% QoQ
+0.2% 3.6%
+6.7% YoY
3.6%
+1.8% YoY
3.8%
+5.1% YoY
63%
Efficiency Ratio 87.3%
+0.1% YoY-0.3% QoQ
+10.3% 77.0%
-3.1% YoY
81.1%
-1.3% YoY
79.7%
-3.3% YoY
84%
Delinquency Rate 2.5%
-0.4% YoY-3.8% QoQ
+1.6 0.9%
+4.2% YoY
1.5%
+7.3% YoY
1.3%
-2.1% YoY
Bottom 4.2% in tier
Loan To Share 67.2%
-11.9% YoY-3.6% QoQ
-5.0% 72.2%
-1.1% YoY
54.6%
-1.8% YoY
67.4%
-1.7% YoY
36%
AMR $16,580
+3.5% YoY+1.3% QoQ
$-8K $24,676
+3.4% YoY
$17,243
+6.0% YoY
$19,687
+2.0% YoY
15%
CD Concentration 3.7%
+34.6% YoY+6.2% QoQ
-20.7% 24.4% 14.6% 19.8% 50%
Indirect Auto % 13.3%
-34.2% YoY-12.6% QoQ
-0.5% 13.8% 4.6% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Stagnation Risk

risk
#11 of 554 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -5.21%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -8.87%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 2.48%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Institutional Decline

decline
#44 of 240 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $183.70M
(Tier: $334.15M, National: $561.61M)
worse than tier avg
Member Growth (YoY): -5.21%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -8.87%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
240 of 1069 Mid-Small & Community CUs have this signature | 277 nationally
→ No prior data (240 CUs now) | New qualifier

Membership Headwinds

decline
#128 of 554 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -5.21%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Efficiency Drag

risk
#301 of 538 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 87.33%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): 0.20% points
(Tier: 0.11% points, National: 0.02% points)
but better than tier avg
Member Growth (YoY): -5.21%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 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 1069 peers in tier

Top Strengths (2 metrics)

42
Share Certificate Concentration (%)
balance_sheet
Value: 3.74%
Peer Median: -
#42 of 1069 Top 3.8% in 100M-500M tier
95
Members Per Employee (MPE)
engagement
Value: 470.057
Peer Median: -
#95 of 1069 Top 8.8% in 100M-500M tier

Top Weaknesses (9 metrics)

1025
Loan Growth Rate
growth
Value: -8.87%
Peer Median: -
#1025 of 1069 Bottom 4.2% in 100M-500M tier
1025
Total Delinquency Rate (60+ days)
risk
Value: 2.48%
Peer Median: -
#1025 of 1069 Bottom 4.2% in 100M-500M tier
986
Net Worth Ratio
risk
Value: 8.48%
Peer Median: -
#986 of 1069 Bottom 7.9% in 100M-500M tier
965
Member Growth Rate
growth
Value: -5.21%
Peer Median: -
#965 of 1069 Bottom 9.8% in 100M-500M tier
907
Average Member Relationship (AMR)
engagement
Value: $16,580
Peer Median: -
#907 of 1069 Bottom 15.2% in 100M-500M tier
904
Efficiency Ratio
profitability
Value: 87.33%
Peer Median: -
#904 of 1069 Bottom 15.5% in 100M-500M tier
881
Return on Assets (ROA)
profitability
Value: 0.29%
Peer Median: -
#881 of 1069 Bottom 17.7% in 100M-500M tier
865
Loan-to-Member Ratio (LMR)
engagement
Value: $6,664
Peer Median: -
#865 of 1069 Bottom 19.2% in 100M-500M tier
853
Asset Growth Rate
growth
Value: 0.91%
Peer Median: -
#853 of 1069 Bottom 20.3% in 100M-500M tier
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