BlastPoint's Credit Union Scorecard

U.P. STATE

Charter #62085 · MI

1069 CUs in 100M-500M nationally 68 in MI

U.P. STATE has 6 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 7.8% in tier
  • + ROA 0.59% above tier average
  • + Net Interest Margin 1.01% above tier average
  • + AMR Growth Rate: Top 2.9% in tier
  • + Share Certificate Concentration (%): Top 7.1% in tier
  • + Loan Growth Rate: Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 12.3% in tier
  • - Membership Headwinds: Bottom 15.0% in tier
  • - Credit Risk Growth: Bottom 35.6% in tier
  • - Stagnation Risk: Bottom 54.4% in tier
  • - Indirect Auto Dependency: Bottom 63.0% in tier
  • - Cost Spiral: Bottom 73.3% in tier
  • - Credit Quality Pressure: Bottom 75.4% in tier
  • - Member decline: -6.9% YoY
  • - Member Growth Rate: Bottom 6.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MI) National Avg Tier Percentile
Members 14,209
-6.9% YoY-7.8% QoQ
-1.2K 15,437
-2.9% YoY
35,710
+6.8% YoY
33,374
+5.7% YoY
54%
Assets $206.5M
+4.9% YoY+2.1% QoQ
$-25.3M $231.9M
+1.3% YoY
$674.6M
+13.3% YoY
$561.6M
+9.7% YoY
53%
Loans $124.5M
+13.3% YoY+4.2% QoQ
$-22.8M $147.3M
-0.1% YoY
$472.4M
+13.5% YoY
$397.0M
+8.8% YoY
50%
Deposits $179.4M
+4.2% YoY+1.8% QoQ
$-21.4M $200.8M
+0.8% YoY
$573.0M
+13.1% YoY
$477.3M
+9.7% YoY
52%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.4%
-21.3% YoY+19.7% QoQ
+0.6% 0.8%
+18.2% YoY
0.9%
-8.5% YoY
0.7%
+15.9% YoY
Top 14.4% in tier
NIM 4.6%
+8.9% YoY-0.2% QoQ
+1.0% 3.6%
+6.7% YoY
3.8%
+7.8% YoY
3.8%
+5.1% YoY
Top 7.5% in tier
Efficiency Ratio 75.5%
+8.9% YoY-4.7% QoQ
-1.5% 77.0%
-3.1% YoY
75.4%
-1.6% YoY
79.7%
-3.3% YoY
43%
Delinquency Rate 0.7%
+16.2% YoY+45.8% QoQ
-0.2 0.9%
+4.2% YoY
0.9%
-8.5% YoY
1.3%
-2.1% YoY
46%
Loan To Share 69.4%
+8.7% YoY+2.4% QoQ
-2.8% 72.2%
-1.1% YoY
67.1%
-0.1% YoY
67.4%
-1.7% YoY
41%
AMR $21,392
+15.7% YoY+11.5% QoQ
$-3K $24,676
+3.4% YoY
$22,475
+5.7% YoY
$19,687
+2.0% YoY
43%
CD Concentration 7.6%
-5.9% YoY+3.0% QoQ
-16.8% 24.4% 18.6% 19.8% 50%
Indirect Auto % 18.6%
+59.7% YoY+8.6% QoQ
+4.8% 13.8% 11.8% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#41 of 513 • Top 7.8% in tier

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

Why This Signature
AMR Growth (YoY): 15.72%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | New qualifier

Concerns (7)

Margin Compression

decline
#16 of 123 • Bottom 12.3% 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: 1.35%
(Tier: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 1.72%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.37% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 CUs now) | New qualifier

Membership Headwinds

decline
#84 of 554 • Bottom 15.0% in tier

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

Why This Signature
Member Growth (YoY): -6.88%
(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

Credit Risk Growth

risk
#163 of 456 • Bottom 35.6% in tier

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

Why This Signature
Loan Growth (YoY): 13.32%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.09% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
456 of 1069 Mid-Small & Community CUs have this signature | 665 nationally
→ No prior data (456 CUs now) | New qualifier

Stagnation Risk

risk
#302 of 554 • Bottom 54.4% 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): -6.88%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 13.32%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 0.66%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Indirect Auto Dependency

risk
#319 of 506 • Bottom 63.0% in tier

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

Why This Signature
Asset Growth (YoY): 4.88%
(Tier: 5.37%, National: 3.54%)
worse than tier avg
Indirect Auto %: 18.57%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): -6.88%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
506 of 1069 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -35 CUs YoY | New qualifier

Cost Spiral

risk
#34 of 46 • Bottom 73.3% 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: 6.17% points
(Tier: -2.44% points, National: -1.81% points)
worse than tier avg
Efficiency Ratio (Prior Year): 63.38%
(Tier: 60.04%, National: 63.66%)
worse than tier avg
46 of 1069 Mid-Small & Community CUs have this signature | 58 nationally
↓ Shrinking -30 CUs YoY | New qualifier

Credit Quality Pressure

risk
#532 of 705 • Bottom 75.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.09% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 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 1069 peers in tier

Top Strengths (6 metrics)

32
AMR Growth Rate
growth
Value: 15.72%
Peer Median: -
#32 of 1069 Top 2.9% in 100M-500M tier
77
Share Certificate Concentration (%)
balance_sheet
Value: 7.60%
Peer Median: -
#77 of 1069 Top 7.1% in 100M-500M tier
80
Net Interest Margin (NIM)
profitability
Value: 4.62%
Peer Median: -
#80 of 1069 Top 7.4% in 100M-500M tier
104
Loan Growth Rate
growth
Value: 13.32%
Peer Median: -
#104 of 1069 Top 9.6% in 100M-500M tier
154
Return on Assets (ROA)
profitability
Value: 1.35%
Peer Median: -
#154 of 1069 Top 14.3% in 100M-500M tier
174
Net Charge-Off Rate
risk
Value: 0.12%
Peer Median: -
#174 of 1069 Top 16.2% in 100M-500M tier

Top Weaknesses (2 metrics)

999
Member Growth Rate
growth
Value: -6.88%
Peer Median: -
#999 of 1069 Bottom 6.6% in 100M-500M tier
923
Members Per Employee (MPE)
engagement
Value: 236.817
Peer Median: -
#923 of 1069 Bottom 13.8% in 100M-500M tier
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