BlastPoint's Credit Union Scorecard

SIMPLICITY

Charter #66678 · WI

Community 500M-750M
169 CUs in 500M-750M nationally 5 in WI
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SIMPLICITY has 7 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 12.2% in tier
  • + Organic Growth Leader: Top 17.8% in tier
  • + Relationship Depth Leader: Top 43.8% in tier
  • + Wallet Share Momentum: Top 84.2% in tier
  • + ROA 0.30% above tier average
  • + Net Interest Margin 0.11% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 6.2% in tier
  • - Credit Risk Growth: Bottom 7.4% in tier
  • - Liquidity Strain: Bottom 14.7% in tier
  • - Delinquency rate 0.49% above tier average
  • - Members Per Employee (MPE): Bottom 7.7% in tier
  • - Total Deposits: Bottom 8.3% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 28,554
+2.2% YoY+0.7% QoQ
-11.2K 39,752
-2.7% YoY
38,719
+8.7% YoY
33,089
+6.1% YoY
Bottom 14.8% in tier
Assets $522.0M
+6.3% YoY+0.6% QoQ
$-100.3M $622.4M
+0.3% YoY
$717.4M
+12.8% YoY
$547.7M
+7.8% YoY
Bottom 11.2% in tier
Loans $430.1M
+5.8% YoY+2.5% QoQ
$-5.8M $435.9M
-0.4% YoY
$555.6M
+13.3% YoY
$388.7M
+8.6% YoY
45%
Deposits $450.6M
+10.2% YoY+0.7% QoQ
$-87.4M $538.0M
+1.3% YoY
$603.1M
+13.2% YoY
$464.6M
+9.3% 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 1.0%
+97.4% YoY+0.8% QoQ
+0.3% 0.7%
+33.9% YoY
0.7%
-20.1% YoY
0.7%
+273.4% YoY
73%
NIM 3.5%
+12.7% YoY+0.5% QoQ
+0.1% 3.4%
+8.6% YoY
3.5%
-0.2% YoY
3.7%
+5.0% YoY
59%
Efficiency Ratio 74.7%
-11.9% YoY-1.7% QoQ
-3.4% 78.1%
-3.4% YoY
74.2%
-2.5% YoY
79.1%
-3.3% YoY
32%
Delinquency Rate 1.3%
+57.6% YoY+10.3% QoQ
+0.5 0.8%
-4.9% YoY
1.0%
+20.8% YoY
1.2%
-0.9% YoY
83%
Loan To Share 95.4%
-4.1% YoY+1.7% QoQ
+14.4% 81.0%
-1.8% YoY
80.3%
+0.1% YoY
68.0%
-1.7% YoY
Top 14.8% in tier
AMR $30,845
+5.7% YoY+0.9% QoQ
+$4K $26,482
+2.6% YoY
$22,950
+4.4% YoY
$19,418
+1.3% YoY
79%
CD Concentration 25.5%
+2.4% YoY+3.1% QoQ
+1.1% 24.4%
+4.2% YoY
21.1%
+6.2% YoY
19.6%
+6.2% YoY
54%
Indirect Auto % 0.0% -14.0% 14.0%
-5.7% YoY
8.1%
-7.1% YoY
7.9%
-2.9% YoY
Bottom 0.0% in tier

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#224 of 603 • Top 12.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.22%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Return on Assets: 0.96%
(Tier: 0.77%, National: 0.71%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.97%, National: 7.90%)
better than tier avg
917 nationally
→ Stable (608→603 CUs) -5 CUs YoY | Rank improving

Organic Growth Leader

growth
#235 of 430 • Top 17.8% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.22%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.97%, National: 7.90%)
better than tier avg
608 nationally
↓ Shrinking -21 CUs YoY | Rank improving

Relationship Depth Leader

growth
#113 of 257 • Top 43.8% 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): 5.67%
(Tier: 3.68%, National: 4.19%)
better than tier avg
Share Draft per Member: $2.7K
(Tier: $2.8K, National: $2.0K)
but worse than tier avg
257 of 281 Community CUs have this signature | 341 nationally
↑ Growing +59 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#405 of 481 • Top 84.2% in tier

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

Why This Signature
AMR Growth (YoY): 5.67%
(Tier: 3.68%, National: 4.19%)
better than tier avg
620 nationally
↑ Growing +201 CUs YoY | Rank worsening

Concerns (3)

Credit Quality Pressure

risk
#154 of 736 • Bottom 6.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.47% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
1002 nationally
↓ Shrinking -199 CUs YoY | Rank improving

Credit Risk Growth

risk
#112 of 446 • Bottom 7.4% in tier

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

Why This Signature
Loan Growth (YoY): 5.77%
(Tier: 3.65%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.47% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
646 nationally
↓ Shrinking -77 CUs YoY | Rank worsening

Liquidity Strain

risk
#115 of 258 • Bottom 14.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 95.45%
(Tier: 74.56%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 5.77%
(Tier: 3.65%, National: 36.38%)
but better than tier avg
258 of 281 Community CUs have this signature | 484 nationally
↓ Shrinking -28 CUs YoY | Rank worsening

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 169 peers in tier

Top Strengths (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 169 Top 0.0% in 500M-750M tier
24
Deposit Growth Rate
growth
Value: 10.24%
Peer Avg: -
#24 of 169 Top 13.6% in 500M-750M tier
25
Loan-to-Share Ratio
balance_sheet
Value: 95.45%
Peer Avg: -
#25 of 169 Top 14.2% in 500M-750M tier
27
Loan-to-Member Ratio (LMR)
engagement
Value: $15,063
Peer Avg: -
#27 of 169 Top 15.4% in 500M-750M tier
36
Average Member Relationship (AMR)
engagement
Value: $30,845
Peer Avg: -
#36 of 169 Top 20.7% in 500M-750M tier
37
Fee Income Per Member
profitability
Value: $248.69
Peer Avg: -
#37 of 169 Top 21.3% in 500M-750M tier

Top Weaknesses (6 metrics)

157
Members Per Employee (MPE)
engagement
Value: 234.049
Peer Avg: -
#157 of 169 Bottom 7.7% in 500M-750M tier
156
Total Deposits
balance_sheet
Value: $450.63M
Peer Avg: -
#156 of 169 Bottom 8.3% in 500M-750M tier
150
Total Assets
balance_sheet
Value: $522.04M
Peer Avg: -
#150 of 169 Bottom 11.8% in 500M-750M tier
144
Total Members
engagement
Value: 28,554
Peer Avg: -
#144 of 169 Bottom 15.4% in 500M-750M tier
141
Total Delinquency Rate (60+ days)
risk
Value: 1.28%
Peer Avg: -
#141 of 169 Bottom 17.2% in 500M-750M tier
134
First Mortgage Concentration (%)
balance_sheet
Value: 45.72%
Peer Avg: -
#134 of 169 Bottom 21.3% in 500M-750M tier
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