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BlastPoint's Credit Union Scorecard

SIMPLICITY

Charter #66678 · WI

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

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 23.7% in tier
  • + Organic Growth Engine: Top 23.7% in tier
  • + Relationship Depth Leader: Top 31.3% in tier
  • + Wallet Share Momentum: Top 31.3% in tier
  • + Net Interest Margin 0.13% above tier average

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 11.3% in tier
  • - Credit Risk Growth: Bottom 23.7% in tier
  • - Credit Quality Pressure: Bottom 43.9% in tier
  • - ROA 0.09% below tier average
  • - Efficiency ratio 3.22% above tier (higher cost structure)
  • - Delinquency rate 0.41% above tier average

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 5 that size in Wisconsin.
  • Shares and deposits +9.0% year over year ($488M in shares and deposits).
  • Membership: 29,138 members, +2.7% vs a year ago.
  • Delinquency rate 1.22%.
  • Return on assets 0.72%.
  • Efficiency ratio 79.78% vs a 76.56% peer average.
  • Loan-to-share ratio 93.20% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 29,138
+2.7% YoY+1.0% QoQ
-8.8K 37,897
-5.0% YoY
40,085
+5.1% YoY
34,678
+6.6% YoY
18%
Assets $546.7M
+5.3% YoY+2.5% QoQ
$-75.7M $622.4M
+0.6% YoY
$782.0M
+12.1% YoY
$593.1M
+10.2% YoY
23%
Loans $454.4M
+8.3% YoY+2.4% QoQ
+$25.9M $428.5M
-0.7% YoY
$600.2M
+11.1% YoY
$418.6M
+10.1% YoY
59%
Deposits $487.5M
+9.0% YoY+2.6% QoQ
$-52.2M $539.8M
+0.9% YoY
$658.6M
+12.2% YoY
$504.8M
+10.3% YoY
25%

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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%
-23.6% YoY-11.1% QoQ
-0.1% 0.8%
+39.5% YoY
1.0%
+81.4% YoY
1.2%
+121.4% YoY
49%
NIM 3.7%
+3.9% YoY+0.2% QoQ
+0.1% 3.5%
+5.0% YoY
3.7%
+9.7% YoY
3.8%
+2.3% YoY
66%
Efficiency Ratio 79.8%
+4.9% YoY+2.6% QoQ
+3.2% 76.6%
-3.6% YoY
75.5%
-0.0% YoY
83.0%
-5.3% YoY
64%
Delinquency Rate 1.2%
+5.0% YoY+53.9% QoQ
+0.4 0.8%
+3.1% YoY
0.8%
-17.5% YoY
1.3%
+2.6% YoY
82%
Loan To Share 93.2%
-0.7% YoY-0.2% QoQ
+13.9% 79.3%
-1.4% YoY
79.3%
-0.8% YoY
66.4%
-1.4% YoY
83%
AMR $32,326
+5.8% YoY+1.5% QoQ
+$5K $27,294
+4.1% YoY
$24,272
+7.8% YoY
$20,028
-0.9% YoY
79%
CD Concentration 27.0%
+9.3% YoY+5.4% QoQ
+2.5% 24.6% 21.6% 20.0% 61%
Indirect Auto % 0.0% -13.6% 13.6% 8.4% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (4)

Relationship Depth Leader

growth
#117 of 262 • Top 31.3% 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): 5.76%
(Tier: 3.97%, National: 35.20%)
better than tier avg
Share Draft per Member: $2.8K
(Tier: $2.9K, National: $2.1K)
but worse than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | Rank worsening

Organic Growth Leader

growth
#162 of 342 • Top 23.7% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.73%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
485 nationally
↓ Shrinking -91 CUs YoY | Rank improving

Organic Growth Engine

growth
#180 of 344 • Top 23.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.73%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 0.72%
(Tier: 0.85%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Wallet Share Momentum

growth
#404 of 483 • Top 31.3% in tier

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

Why This Signature
AMR Growth (YoY): 5.76%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | Rank worsening

Concerns (3)

Liquidity Strain

risk
#122 of 224 • Bottom 11.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 93.20%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 8.28%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Credit Risk Growth

risk
#295 of 472 • Bottom 23.7% in tier

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

Why This Signature
Loan Growth (YoY): 8.28%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.06% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#566 of 693 • Bottom 43.9% in tier

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

Why This Signature
Delinquency Change (YoY): 0.06% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 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 165 peers in tier

Top Strengths (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#1 of 165 Top 0.1% in 500M-750M tier
25
Deposit Growth Rate
growth
Value: 9.00%
Peer Median: 4.04%
#25 of 165 Top 14.5% in 500M-750M tier
26
Loan-to-Member Ratio (LMR)
engagement
Value: $15,594
Peer Median: $11,477
#26 of 165 Top 15.2% in 500M-750M tier
28
Loan-to-Share Ratio
balance_sheet
Value: 93.20%
Peer Median: 81.50%
#28 of 165 Top 16.4% in 500M-750M tier
35
Average Member Relationship (AMR)
engagement
Value: $32,326
Peer Median: $25,725
#35 of 165 Top 20.6% in 500M-750M tier
42
Fee Income Per Member
profitability
Value: $242.70
Peer Median: $191.53
#42 of 165 Top 24.8% in 500M-750M tier
42
Loan Growth Rate
growth
Value: 8.28%
Peer Median: 4.82%
#42 of 165 Top 24.8% in 500M-750M tier

Top Weaknesses (5 metrics)

147
Members Per Employee (MPE)
engagement
Value: 242.817
Peer Median: 313.721
#147 of 165 Bottom 11.5% in 500M-750M tier
138
First Mortgage Concentration (%)
balance_sheet
Value: 46.85%
Peer Median: 34.05%
#138 of 165 Bottom 17.0% in 500M-750M tier
137
Total Delinquency Rate (60+ days)
risk
Value: 1.22%
Peer Median: 0.70%
#137 of 165 Bottom 17.6% in 500M-750M tier
136
Total Members
engagement
Value: 29,138
Peer Median: 36,716
#136 of 165 Bottom 18.2% in 500M-750M tier
127
Total Assets
balance_sheet
Value: $546.72M
Peer Median: $621.76M
#127 of 165 Bottom 23.6% in 500M-750M tier
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