BlastPoint's Credit Union Scorecard

SERVE

Charter #65150 · IA

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

SERVE has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.40% above tier average
  • + Net Interest Margin 0.35% above tier average
  • + Net Worth Ratio: Top 5.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Delinquency rate 0.07% above tier average
  • - Total Deposits: Bottom 0.5% in tier
  • - Total Assets: Bottom 1.1% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (IA) National Avg Tier Percentile
Members 4,977
-0.9% YoY-0.1% QoQ
-10.2K 15,145
-2.5% YoY
24,966
+0.1% YoY
33,913
+5.7% YoY
Bottom 3.6% in tier
Assets $100.9M
+2.2% YoY+2.4% QoQ
$-130.8M $231.7M
+0.8% YoY
$536.2M
+6.4% YoY
$578.3M
+9.0% YoY
Bottom 1.0% in tier
Loans $72.2M
-2.2% YoY-1.3% QoQ
$-71.9M $144.1M
+0.2% YoY
$422.1M
+5.8% YoY
$402.4M
+8.7% YoY
19%
Deposits $82.3M
+0.9% YoY+2.6% QoQ
$-118.8M $201.1M
+0.4% YoY
$445.2M
+6.5% YoY
$494.3M
+9.1% YoY
Bottom 0.4% 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%
-0.0% YoY-19.9% QoQ
+0.4% 0.7%
+5.1% YoY
0.9%
+9.6% YoY
0.4%
-39.2% YoY
76%
NIM 4.0%
+0.9% YoY-2.6% QoQ
+0.4% 3.6%
+4.6% YoY
3.8%
+3.9% YoY
3.8%
+4.1% YoY
72%
Efficiency Ratio 72.7%
+3.9% YoY+8.5% QoQ
-5.4% 78.0%
-1.7% YoY
75.3%
-1.6% YoY
84.6%
+2.8% YoY
30%
Delinquency Rate 0.8%
+60.4% YoY-11.6% QoQ
+0.1 0.8%
+7.1% YoY
1.1%
-19.0% YoY
1.2%
+3.4% YoY
67%
Loan To Share 87.7%
-3.1% YoY-3.8% QoQ
+17.3% 70.4%
-0.4% YoY
74.3%
-0.3% YoY
65.6%
-1.4% YoY
85%
AMR $31,050
+0.3% YoY+0.8% QoQ
+$6K $24,918
+2.7% YoY
$21,379
+4.7% YoY
$19,920
+1.6% YoY
84%
CD Concentration 24.6%
-0.9% YoY-1.2% QoQ
+0.3% 24.3% 21.8% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 9.2% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Credit Quality Pressure

risk
#213 of 727 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.32% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
727 of 1070 Mid-Small & Community CUs have this signature | 1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

Stagnation Risk

risk
#346 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): -0.88%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -2.22%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.84%
(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

Liquidity Overhang

risk
#104 of 126 • Bottom 50.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 17.70%
(Tier: 11.91%, National: 14.35%)
but better than tier avg
Loan-to-Share Ratio: 87.69%
(Tier: 72.31%, National: 65.58%)
but better than tier avg
126 of 1070 Mid-Small & Community CUs have this signature | 143 nationally
↑ Growing +19 CUs YoY | New qualifier

Membership Headwinds

decline
#519 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): -0.88%
(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

Institutional Decline

decline
#247 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: $100.95M
(Tier: $334.04M, National: $578.34M)
worse than tier avg
Member Growth (YoY): -0.88%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -2.22%
(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

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 (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.61%
#1 of 1070 Top 0.1% in 100M-500M tier
61
Net Worth Ratio
risk
Value: 17.70%
Peer Median: 11.45%
#61 of 1070 Top 5.6% in 100M-500M tier
129
Loan-to-Member Ratio (LMR)
engagement
Value: $14,507
Peer Median: $9,356
#129 of 1070 Top 12.0% in 100M-500M tier
163
Loan-to-Share Ratio
balance_sheet
Value: 87.69%
Peer Median: 71.88%
#163 of 1070 Top 15.1% in 100M-500M tier
173
Average Member Relationship (AMR)
engagement
Value: $31,050
Peer Median: $22,931
#173 of 1070 Top 16.1% in 100M-500M tier
251
Return on Assets (ROA)
profitability
Value: 1.13%
Peer Median: 0.69%
#251 of 1070 Top 23.4% in 100M-500M tier

Top Weaknesses (6 metrics)

1066
Total Deposits
balance_sheet
Value: $82.34M
Peer Median: $171.29M
#1066 of 1070 Bottom 0.5% in 100M-500M tier
1059
Total Assets
balance_sheet
Value: $100.95M
Peer Median: $196.57M
#1059 of 1070 Bottom 1.1% in 100M-500M tier
1031
Total Members
engagement
Value: 4,977
Peer Median: 13,200
#1031 of 1070 Bottom 3.7% in 100M-500M tier
870
Total Loans
balance_sheet
Value: $72.20M
Peer Median: $121.41M
#870 of 1070 Bottom 18.8% in 100M-500M tier
848
Loan Growth Rate
growth
Value: -2.22%
Peer Median: 2.93%
#848 of 1070 Bottom 20.8% in 100M-500M tier
831
AMR Growth Rate
growth
Value: 0.28%
Peer Median: 3.46%
#831 of 1070 Bottom 22.4% in 100M-500M tier
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