BlastPoint's Credit Union Scorecard

ADVANTAGE

Charter #64030 · IA

100M-500M
1070 CUs in 100M-500M nationally 19 in IA

ADVANTAGE has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.37% above tier average
  • + Net Interest Margin 1.26% above tier average
  • + Share Certificate Concentration (%): Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Accelerating Exit Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Delinquency rate 2.37% above tier average
  • - Net Charge-Off Rate: Bottom 0.4% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (IA) National Avg Tier Percentile
Members 7,154
-0.7% YoY-0.2% QoQ
-8.0K 15,145
-2.5% YoY
24,966
+0.1% YoY
33,913
+5.7% YoY
Bottom 12.2% in tier
Assets $106.5M
+1.1% YoY+2.7% QoQ
$-125.3M $231.7M
+0.8% YoY
$536.2M
+6.4% YoY
$578.3M
+9.0% YoY
Bottom 4.6% in tier
Loans $60.7M
-16.3% YoY-3.8% QoQ
$-83.4M $144.1M
+0.2% YoY
$422.1M
+5.8% YoY
$402.4M
+8.7% YoY
Bottom 11.5% in tier
Deposits $90.1M
-0.3% YoY+2.7% QoQ
$-111.1M $201.1M
+0.4% YoY
$445.2M
+6.5% YoY
$494.3M
+9.1% YoY
Bottom 3.6% 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 1.1%
-33.6% YoY-43.4% QoQ
+0.4% 0.7%
+5.1% YoY
0.9%
+9.6% YoY
0.4%
-39.2% YoY
75%
NIM 4.9%
-8.8% YoY-8.3% QoQ
+1.3% 3.6%
+4.6% YoY
3.8%
+3.9% YoY
3.8%
+4.1% YoY
Top 3.6% in tier
Efficiency Ratio 67.6%
+7.3% YoY+19.8% QoQ
-10.4% 78.0%
-1.7% YoY
75.3%
-1.6% YoY
84.6%
+2.8% YoY
20%
Delinquency Rate 3.1%
-0.7% YoY-13.3% QoQ
+2.4 0.8%
+7.1% YoY
1.1%
-19.0% YoY
1.2%
+3.4% YoY
Bottom 1.6% in tier
Loan To Share 67.4%
-16.0% YoY-6.3% QoQ
-3.0% 70.4%
-0.4% YoY
74.3%
-0.3% YoY
65.6%
-1.4% YoY
40%
AMR $21,078
-6.7% YoY+0.1% QoQ
$-4K $24,918
+2.7% YoY
$21,379
+4.7% YoY
$19,920
+1.6% YoY
39%
CD Concentration 9.8%
-19.8% YoY-7.5% QoQ
-14.4% 24.3% 21.8% 19.8% 50%
Indirect Auto % 11.1%
-35.3% YoY-10.7% QoQ
-2.7% 13.8% 9.2% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (6)

Shrinking Wallet Share

decline
#42 of 238 • Bottom 50.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -6.75%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 1070 Mid-Small & Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | Rank worsening

Stagnation Risk

risk
#157 of 570 • 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): -0.72%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -16.27%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 3.15%
(Tier: 0.76%, National: 1.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Margin Compression

decline
#52 of 133 • Bottom 50.0% 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: 1.10%
(Tier: 0.72%, National: 0.39%)
but better than tier avg
ROA (Prior Year): 1.65%
(Tier: 0.67%, National: 0.75%)
but better than tier avg
ROA Change (YoY): -0.55% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
133 of 1070 Mid-Small & Community CUs have this signature | 162 nationally
→ No prior data (133 CUs now) | New qualifier

Accelerating Exit Risk

decline
#25 of 53 • Bottom 50.0% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -0.72%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
AMR Growth (YoY): -6.75%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
53 of 1070 Mid-Small & Community CUs have this signature | 66 nationally
→ No prior data (53 CUs now) | New qualifier

Institutional Decline

decline
#204 of 250 • 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: $106.46M
(Tier: $334.04M, National: $578.34M)
worse than tier avg
Member Growth (YoY): -0.72%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -16.27%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
250 of 1070 Mid-Small & Community CUs have this signature | 289 nationally
→ No prior data (250 CUs now) | New qualifier

Membership Headwinds

decline
#538 of 570 • 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): -0.72%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

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 1070 peers in tier

Top Strengths (4 metrics)

38
Net Interest Margin (NIM)
profitability
Value: 4.89%
Peer Median: 3.62%
#38 of 1070 Top 3.5% in 100M-500M tier
104
Share Certificate Concentration (%)
balance_sheet
Value: 9.83%
Peer Median: 23.10%
#104 of 1070 Top 9.6% in 100M-500M tier
159
Net Worth Ratio
risk
Value: 15.05%
Peer Median: 11.45%
#159 of 1070 Top 14.8% in 100M-500M tier
217
Efficiency Ratio
profitability
Value: 67.63%
Peer Median: 78.68%
#217 of 1070 Top 20.2% in 100M-500M tier

Top Weaknesses (10 metrics)

1067
Net Charge-Off Rate
risk
Value: 3.21%
Peer Median: 0.35%
#1067 of 1070 Bottom 0.4% in 100M-500M tier
1065
Loan Growth Rate
growth
Value: -16.27%
Peer Median: 2.93%
#1065 of 1070 Bottom 0.6% in 100M-500M tier
1054
Total Delinquency Rate (60+ days)
risk
Value: 3.15%
Peer Median: 0.61%
#1054 of 1070 Bottom 1.6% in 100M-500M tier
1032
AMR Growth Rate
growth
Value: -6.75%
Peer Median: 3.46%
#1032 of 1070 Bottom 3.6% in 100M-500M tier
1032
Total Deposits
balance_sheet
Value: $90.07M
Peer Median: $171.29M
#1032 of 1070 Bottom 3.6% in 100M-500M tier
1021
Total Assets
balance_sheet
Value: $106.46M
Peer Median: $196.57M
#1021 of 1070 Bottom 4.7% in 100M-500M tier
947
Total Loans
balance_sheet
Value: $60.72M
Peer Median: $121.41M
#947 of 1070 Bottom 11.6% in 100M-500M tier
939
Total Members
engagement
Value: 7,154
Peer Median: 13,200
#939 of 1070 Bottom 12.3% in 100M-500M tier
878
Deposit Growth Rate
growth
Value: -0.32%
Peer Median: 3.30%
#878 of 1070 Bottom 18.0% in 100M-500M tier
809
Asset Growth Rate
growth
Value: 1.13%
Peer Median: 3.91%
#809 of 1070 Bottom 24.5% in 100M-500M tier
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