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FIRSTMARK

Charter #62509 · TX

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 27 in TX
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FIRSTMARK has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 6.5% in tier
  • + Net Interest Margin 0.10% above tier average
  • + AMR Growth Rate: Top 6.7% in tier
  • + Loan Growth Rate: Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 8.3% in tier
  • - Credit Quality Pressure: Bottom 39.5% in tier
  • - Indirect Auto Dependency: Bottom 53.2% in tier
  • - Membership Headwinds: Bottom 90.3% in tier
  • - Stagnation Risk: Bottom 90.3% in tier
  • - ROA 0.12% below tier average
  • - Efficiency ratio 1.74% above tier (higher cost structure)
  • - Member decline: -3.0% YoY

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 27 that size in Texas.
  • Shares and deposits +5.8% year over year ($1.16B in shares and deposits).
  • Membership: 86,300 members, -3.0% vs a year ago.
  • Delinquency rate 0.70%.
  • Return on assets 0.70%.
  • Efficiency ratio 74.76% vs a 73.02% peer average.
  • Loan-to-share ratio 73.13% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 86,300
-3.0% YoY-3.1% QoQ
-10.6K 96,861
-1.9% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
49%
Assets $1.3B
+5.0% YoY+1.3% QoQ
$-433.8M $1.7B
+0.4% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
30%
Loans $848.0M
+14.9% YoY+5.9% QoQ
$-386.2M $1.2B
+0.7% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
21%
Deposits $1.2B
+5.8% YoY+0.9% QoQ
$-303.7M $1.5B
+0.5% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
38%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
+597.2% YoY+2.6% QoQ
-0.1% 0.8%
+27.6% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
42%
NIM 3.5%
+10.2% YoY-0.4% QoQ
+0.1% 3.4%
+6.6% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
56%
Efficiency Ratio 74.8%
-12.7% YoY-0.6% QoQ
+1.7% 73.0%
-2.7% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
55%
Delinquency Rate 0.7%
+12.0% YoY-1.5% QoQ
-0.2 0.9%
+7.3% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
51%
Loan To Share 73.1%
+8.6% YoY+4.9% QoQ
-11.6% 84.7%
+0.1% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
18%
AMR $23,264
+12.8% YoY+6.3% QoQ
$-6K $29,575
+1.5% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
20%
CD Concentration 33.4%
+9.0% YoY+1.6% QoQ
+4.3% 29.1% 21.6% 20.0% 70%
Indirect Auto % 26.0%
-22.6% YoY-10.3% QoQ
+7.9% 18.1% 6.9% 7.7% 72%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#24 of 125 • Top 6.5% in tier

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

Why This Signature
AMR Growth (YoY): 12.80%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank improving

Concerns (5)

Credit Risk Growth

risk
#50 of 170 • Bottom 8.3% in tier

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

Why This Signature
Loan Growth (YoY): 14.86%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.08% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | New qualifier

Membership Headwinds

decline
#37 of 86 • Bottom 90.3% in tier

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

Why This Signature
Member Growth (YoY): -3.00%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#85 of 193 • Bottom 53.2% in tier

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

Why This Signature
Asset Growth (YoY): 5.02%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 26.03%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -3.00%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#147 of 215 • Bottom 39.5% in tier

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

Why This Signature
Delinquency Change (YoY): 0.08% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | New qualifier

Stagnation Risk

risk
#65 of 86 • Bottom 90.3% 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): -3.00%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 14.86%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.70%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 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 300 peers in tier

Top Strengths (2 metrics)

21
AMR Growth Rate
growth
Value: 12.80%
Peer Median: 3.19%
#21 of 300 Top 6.7% in 1B-3B tier
23
Loan Growth Rate
growth
Value: 14.86%
Peer Median: 5.71%
#23 of 300 Top 7.3% in 1B-3B tier

Top Weaknesses (7 metrics)

269
Member Growth Rate
growth
Value: -3.00%
Peer Median: 1.84%
#269 of 300 Bottom 10.7% in 1B-3B tier
256
Loan-to-Member Ratio (LMR)
engagement
Value: $9,826
Peer Median: $12,809
#256 of 300 Bottom 15.0% in 1B-3B tier
247
Loan-to-Share Ratio
balance_sheet
Value: 73.13%
Peer Median: 87.07%
#247 of 300 Bottom 18.0% in 1B-3B tier
241
Average Member Relationship (AMR)
engagement
Value: $23,264
Peer Median: $28,089
#241 of 300 Bottom 20.0% in 1B-3B tier
240
Net Charge-Off Rate
risk
Value: 0.89%
Peer Median: 0.52%
#240 of 300 Bottom 20.3% in 1B-3B tier
238
Net Worth Ratio
risk
Value: 9.62%
Peer Median: 10.91%
#238 of 300 Bottom 21.0% in 1B-3B tier
238
Total Loans
balance_sheet
Value: $848.02M
Peer Median: $1.14B
#238 of 300 Bottom 21.0% in 1B-3B tier
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