BlastPoint's Credit Union Scorecard

HARBORSTONE

Charter #66399 · WA

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 6 in WA
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HARBORSTONE has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 7.6% in tier
  • + Wallet Share Momentum: Top 7.6% in tier
  • + Net Interest Margin 0.46% above tier average
  • + Strong member growth: 28.5% 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

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 1.6% in tier
  • - Indirect Auto Dependency: Bottom 1.6% in tier
  • - Efficiency Drag: Bottom 18.5% in tier
  • - Credit Quality Pressure: Bottom 32.4% in tier
  • - ROA 0.67% below tier average
  • - Efficiency ratio 11.07% above tier (higher cost structure)
  • - Delinquency rate 0.06% above tier average
  • - Total Assets: Bottom 2.6% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (WA) National Avg Tier Percentile
Members 120,361
+28.5% YoY+0.4% QoQ
-100.1K 220,435
-7.6% YoY
67,148
+4.0% YoY
33,913
+5.7% YoY
Bottom 5.1% in tier
Assets $3.0B
+40.7% YoY-0.8% QoQ
$-868.0M $3.9B
-1.5% YoY
$1.3B
+6.8% YoY
$578.3M
+9.0% YoY
Bottom 1.3% in tier
Loans $2.3B
+47.2% YoY-0.2% QoQ
$-559.9M $2.9B
-1.1% YoY
$931.6M
+6.7% YoY
$402.4M
+8.7% YoY
Bottom 12.8% in tier
Deposits $2.6B
+39.2% YoY+0.0% QoQ
$-683.8M $3.3B
-2.5% YoY
$1.1B
+7.7% YoY
$494.3M
+9.1% YoY
Bottom 7.7% 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 0.1%
-98.2% YoY-91.5% QoQ
-0.7% 0.7%
+10.6% YoY
0.5%
+1.1% YoY
0.4%
-39.2% YoY
Bottom 6.4% in tier
NIM 3.7%
+16.2% YoY+31.7% QoQ
+0.5% 3.2%
+4.6% YoY
3.7%
+3.5% YoY
3.8%
+4.1% YoY
77%
Efficiency Ratio 82.3%
+80.2% YoY+18.4% QoQ
+11.1% 71.3%
-2.6% YoY
78.0%
-0.9% YoY
84.6%
+2.8% YoY
Bottom 12.8% in tier
Delinquency Rate 0.8%
+14.6% YoY-22.8% QoQ
+0.1 0.7%
+9.2% YoY
0.9%
+10.5% YoY
1.2%
+3.4% YoY
69%
Loan To Share 89.3%
+5.7% YoY-0.3% QoQ
+1.3% 88.0%
+0.9% YoY
74.8%
-1.7% YoY
65.6%
-1.4% YoY
45%
AMR $41,104
+11.2% YoY-0.5% QoQ
+$10K $30,672
+5.5% YoY
$29,247
+2.9% YoY
$19,920
+1.6% YoY
Top 11.5% in tier
CD Concentration 28.7%
-0.1% YoY-1.3% QoQ
-0.2% 28.8% 22.5% 19.8% 51%
Indirect Auto % 28.2%
-23.0% YoY+2.1% QoQ
+10.1% 18.1% 16.1% 7.7% 75%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#13 of 64 • Top 7.6% 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): 11.16%
(Tier: 3.34%, National: 6.36%)
better than tier avg
Share Draft per Member: $5.8K
(Tier: $3.3K, National: $2.1K)
better than tier avg
64 of 384 Mid-Market CUs have this signature | 342 nationally
↑ Growing +9 CUs YoY | Rank improving

Wallet Share Momentum

growth
#29 of 125 • Top 7.6% in tier

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

Why This Signature
AMR Growth (YoY): 11.16%
(Tier: 3.34%, National: 6.36%)
better than tier avg
125 of 384 Mid-Market CUs have this signature | 637 nationally
↑ Growing +31 CUs YoY | Rank improving

Concerns (4)

Credit Risk Growth

risk
#30 of 183 • Bottom 1.6% in tier

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

Why This Signature
Loan Growth (YoY): 47.15%
(Tier: 6.71%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.10% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
183 of 384 Mid-Market CUs have this signature | 710 nationally
→ No prior data (183 CUs now) | New qualifier

Indirect Auto Dependency

risk
#60 of 198 • Bottom 1.6% in tier

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

Why This Signature
Asset Growth (YoY): 40.68%
(Tier: 6.82%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 28.20%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 28.49%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 CUs YoY

Credit Quality Pressure

risk
#123 of 225 • Bottom 32.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.10% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
225 of 384 Mid-Market CUs have this signature | 1013 nationally
→ Stable (228→225 CUs) -3 CUs YoY | Rank worsening

Efficiency Drag

risk
#99 of 100 • Bottom 18.5% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 82.35%
(Tier: 73.98%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -3.19% points
(Tier: 0.14% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): 28.49%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
100 of 384 Mid-Market CUs have this signature | 702 nationally
↓ Shrinking -38 CUs YoY | 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 78 peers in tier

Top Strengths (9 metrics)

2
Asset Growth Rate
growth
Value: 40.68%
Peer Median: 5.44%
#2 of 78 Top 1.3% in 3B-5B tier
2
Loan Growth Rate
growth
Value: 47.15%
Peer Median: 5.73%
#2 of 78 Top 1.3% in 3B-5B tier
2
Deposit Growth Rate
growth
Value: 39.19%
Peer Median: 5.31%
#2 of 78 Top 1.3% in 3B-5B tier
3
Member Growth Rate
growth
Value: 28.49%
Peer Median: 3.36%
#3 of 78 Top 2.6% in 3B-5B tier
6
AMR Growth Rate
growth
Value: 11.16%
Peer Median: 2.86%
#6 of 78 Top 6.4% in 3B-5B tier
9
Average Member Relationship (AMR)
engagement
Value: $41,104
Peer Median: $28,813
#9 of 78 Top 10.3% in 3B-5B tier
10
Loan-to-Member Ratio (LMR)
engagement
Value: $19,385
Peer Median: $13,137
#10 of 78 Top 11.5% in 3B-5B tier
18
Net Interest Margin (NIM)
profitability
Value: 3.66%
Peer Median: 3.23%
#18 of 78 Top 21.8% in 3B-5B tier
19
First Mortgage Concentration (%)
balance_sheet
Value: 22.43%
Peer Median: 32.80%
#19 of 78 Top 23.1% in 3B-5B tier

Top Weaknesses (7 metrics)

77
Total Assets
balance_sheet
Value: $3.05B
Peer Median: $3.94B
#77 of 78 Bottom 2.6% in 3B-5B tier
77
Members Per Employee (MPE)
engagement
Value: 262.224
Peer Median: 393.414
#77 of 78 Bottom 2.6% in 3B-5B tier
74
Total Members
engagement
Value: 120,361
Peer Median: 212,824
#74 of 78 Bottom 6.4% in 3B-5B tier
73
Return on Assets (ROA)
profitability
Value: 0.06%
Peer Median: 0.75%
#73 of 78 Bottom 7.7% in 3B-5B tier
72
Total Deposits
balance_sheet
Value: $2.61B
Peer Median: $3.34B
#72 of 78 Bottom 9.0% in 3B-5B tier
69
Efficiency Ratio
profitability
Value: 82.35%
Peer Median: 69.26%
#69 of 78 Bottom 12.8% in 3B-5B tier
68
Total Loans
balance_sheet
Value: $2.33B
Peer Median: $2.92B
#68 of 78 Bottom 14.1% in 3B-5B tier
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