BlastPoint's Credit Union Scorecard

HARBORSTONE

Charter #66399 · WA

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 6 in WA
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HARBORSTONE has 11 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 14.1% in tier
  • + Wallet Share Momentum: Top 19.7% in tier
  • + Organic Growth Engine: Top 23.2% in tier
  • + Strong member growth: 29.5% YoY
  • + Asset Growth Rate: Top 1.3% in tier
  • + Loan Growth Rate: Top 1.3% in tier
  • + Deposit Growth Rate: Top 1.3% in tier
  • + Member Growth Rate: Top 2.6% in tier
  • + Fee Income Per Member: Top 3.9% in tier
  • + AMR Growth Rate: Top 3.9% in tier
  • + Average Member Relationship (AMR): Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 0.0% in tier
  • - Credit Quality Pressure: Bottom 9.0% in tier
  • - Indirect Auto Dependency: Bottom 29.2% in tier
  • - ROA 0.01% below tier average
  • - Delinquency rate 0.16% above tier average
  • - Members Per Employee (MPE): Bottom 2.6% in tier
  • - Total Members: Bottom 5.3% in tier
  • - Total Assets: Bottom 7.9% in tier
  • - Total Deposits: Bottom 7.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (WA) National Avg Tier Percentile
Members 119,906
+29.5% YoY+12.5% QoQ
-110.4K 230,353
-2.9% YoY
67,597
+5.2% YoY
33,374
+5.7% YoY
Bottom 3.9% in tier
Assets $3.1B
+45.7% YoY+5.8% QoQ
$-868.3M $3.9B
+0.3% YoY
$1.3B
+7.9% YoY
$561.6M
+9.7% YoY
Bottom 6.6% in tier
Loans $2.3B
+49.3% YoY+6.4% QoQ
$-596.4M $2.9B
-0.2% YoY
$943.7M
+8.0% YoY
$397.0M
+8.8% YoY
16%
Deposits $2.6B
+40.6% YoY+8.5% QoQ
$-697.3M $3.3B
-0.3% YoY
$1.1B
+9.4% YoY
$477.3M
+9.7% YoY
Bottom 6.6% 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 0.7%
+22.6% YoY-14.6% QoQ
-0.0% 0.7%
+16.8% YoY
0.6%
+2.5% YoY
0.7%
+15.9% YoY
42%
NIM 2.8%
-4.8% YoY-4.4% QoQ
-0.4% 3.1%
+9.8% YoY
3.7%
+4.7% YoY
3.8%
+5.1% YoY
28%
Efficiency Ratio 69.5%
-4.3% YoY+9.4% QoQ
-1.9% 71.4%
-1.4% YoY
76.6%
-1.6% YoY
79.7%
-3.3% YoY
50%
Delinquency Rate 1.0%
+106.3% YoY+17.3% QoQ
+0.2 0.9%
+5.8% YoY
0.9%
-2.6% YoY
1.3%
-2.1% YoY
75%
Loan To Share 89.5%
+6.2% YoY-1.9% QoQ
+0.6% 88.9%
-0.2% YoY
76.8%
-1.3% YoY
67.4%
-1.7% YoY
43%
AMR $41,301
+11.6% YoY-4.5% QoQ
+$12K $29,682
+1.5% YoY
$29,074
+3.3% YoY
$19,687
+2.0% YoY
Top 9.2% in tier
CD Concentration 29.0%
-0.1% YoY+4.5% QoQ
-0.0% 29.0% 22.5% 19.8% 52%
Indirect Auto % 27.6%
-23.4% YoY-7.2% QoQ
+9.3% 18.3% 16.8% 7.8% 73%

Signature Analysis

Strengths (3)

Relationship Depth Leader

growth
#10 of 65 • Top 14.1% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 11.61%
(Tier: 3.31%, National: 4.00%)
better than tier avg
Share Draft per Member: $6.0K
(Tier: $3.2K, National: $2.0K)
better than tier avg
65 of 378 Mid-Market CUs have this signature | 351 nationally
↑ Growing +20 CUs YoY | Rank improving

Wallet Share Momentum

growth
#25 of 123 • Top 19.7% in tier

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

Why This Signature
AMR Growth (YoY): 11.61%
(Tier: 3.31%, National: 4.00%)
better than tier avg
123 of 378 Mid-Market CUs have this signature | 662 nationally
↑ Growing +38 CUs YoY | Rank improving

Organic Growth Engine

growth
#58 of 247 • Top 23.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 29.54%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Return on Assets: 0.71%
(Tier: 0.69%, National: 0.67%)
better than tier avg
Indirect Auto %: 27.62%
(Tier: 18.31%, National: 7.78%)
but worse than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Concerns (3)

Credit Risk Growth

risk
#1 of 164 • Bottom 0.0% in tier

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

Why This Signature
Loan Growth (YoY): 49.32%
(Tier: 6.38%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.53% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
164 of 378 Mid-Market CUs have this signature | 665 nationally
→ No prior data (164 CUs now) | New qualifier

Credit Quality Pressure

risk
#20 of 211 • Bottom 9.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.53% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
211 of 378 Mid-Market CUs have this signature | 969 nationally
↓ Shrinking -59 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#58 of 196 • Bottom 29.2% in tier

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

Why This Signature
Asset Growth (YoY): 45.66%
(Tier: 6.83%, National: 3.54%)
but better than tier avg
Indirect Auto %: 27.62%
(Tier: 18.31%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 29.54%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 CUs YoY

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 76 peers in tier

Top Strengths (9 metrics)

2
Asset Growth Rate
growth
Value: 45.66%
Peer Median: -
#2 of 76 Top 1.3% in 3B-5B tier
2
Loan Growth Rate
growth
Value: 49.32%
Peer Median: -
#2 of 76 Top 1.3% in 3B-5B tier
2
Deposit Growth Rate
growth
Value: 40.59%
Peer Median: -
#2 of 76 Top 1.3% in 3B-5B tier
3
Member Growth Rate
growth
Value: 29.54%
Peer Median: -
#3 of 76 Top 2.6% in 3B-5B tier
4
Fee Income Per Member
profitability
Value: $307.15
Peer Median: -
#4 of 76 Top 3.9% in 3B-5B tier
4
AMR Growth Rate
growth
Value: 11.61%
Peer Median: -
#4 of 76 Top 3.9% in 3B-5B tier
7
Average Member Relationship (AMR)
engagement
Value: $41,301
Peer Median: -
#7 of 76 Top 7.9% in 3B-5B tier
9
Loan-to-Member Ratio (LMR)
engagement
Value: $19,505
Peer Median: -
#9 of 76 Top 10.5% in 3B-5B tier
19
First Mortgage Concentration (%)
balance_sheet
Value: 22.30%
Peer Median: -
#19 of 76 Top 23.7% in 3B-5B tier

Top Weaknesses (7 metrics)

75
Members Per Employee (MPE)
engagement
Value: 260.665
Peer Median: -
#75 of 76 Bottom 2.6% in 3B-5B tier
73
Total Members
engagement
Value: 119,906
Peer Median: -
#73 of 76 Bottom 5.3% in 3B-5B tier
71
Total Assets
balance_sheet
Value: $3.07B
Peer Median: -
#71 of 76 Bottom 7.9% in 3B-5B tier
71
Total Deposits
balance_sheet
Value: $2.61B
Peer Median: -
#71 of 76 Bottom 7.9% in 3B-5B tier
64
Total Loans
balance_sheet
Value: $2.34B
Peer Median: -
#64 of 76 Bottom 17.1% in 3B-5B tier
58
Total Delinquency Rate (60+ days)
risk
Value: 1.04%
Peer Median: -
#58 of 76 Bottom 25.0% in 3B-5B tier
58
Net Worth Ratio
risk
Value: 9.50%
Peer Median: -
#58 of 76 Bottom 25.0% in 3B-5B tier
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