BlastPoint's Credit Union Scorecard

CALTECH EMPLOYEES

Charter #6681 · CA

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 40 in CA
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CALTECH EMPLOYEES has 9 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Credit Quality Leader: Top 1.1% in tier
  • + Relationship Depth Leader: Top 33.3% in tier
  • + Wallet Share Momentum: Top 73.9% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Total Delinquency Rate (60+ days): Top 0.3% in tier
  • + Average Member Relationship (AMR): Top 0.7% in tier
  • + Net Charge-Off Rate: Top 2.6% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.9% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 0.0% in tier
  • - ROA 0.61% below tier average
  • - Efficiency ratio 16.57% above tier (higher cost structure)
  • - Net Interest Margin (NIM): Bottom 1.0% in tier
  • - Fee Income Per Member: Bottom 1.0% in tier
  • - Loan-to-Share Ratio: Bottom 1.3% in tier
  • - Total Members: Bottom 1.6% in tier
  • - First Mortgage Concentration (%): Bottom 2.0% in tier
  • - Total Loans: Bottom 4.6% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 34,260
-0.1% YoY+0.3% QoQ
-64.4K 98,678
-1.9% YoY
59,606
+5.7% YoY
33,089
+6.1% YoY
Bottom 1.3% in tier
Assets $2.1B
+4.3% YoY+0.1% QoQ
+$396.5M $1.7B
+0.5% YoY
$1.2B
+6.2% YoY
$547.7M
+7.8% YoY
72%
Loans $644.0M
+8.9% YoY+4.1% QoQ
$-589.1M $1.2B
+0.5% YoY
$845.5M
+7.1% YoY
$388.7M
+8.6% YoY
Bottom 4.3% in tier
Deposits $1.6B
+4.7% YoY-0.3% QoQ
+$150.3M $1.5B
+1.3% YoY
$1.0B
+8.8% YoY
$464.6M
+9.3% YoY
64%

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ROA 0.1%
+14.6% YoY+13.3% QoQ
-0.6% 0.7%
+13.4% YoY
0.6%
+30.0% YoY
0.7%
+273.4% YoY
Bottom 5.6% in tier
NIM 0.9%
+4.3% YoY+2.2% QoQ
-2.3% 3.3%
+9.3% YoY
3.3%
+6.5% YoY
3.7%
+5.0% YoY
Bottom 0.7% in tier
Efficiency Ratio 90.5%
-1.0% YoY-1.1% QoQ
+16.6% 74.0%
-10.9% YoY
79.3%
-6.2% YoY
79.1%
-3.3% YoY
Top 2.3% in tier
Delinquency Rate 0.0%
-13.3% YoY-31.1% QoQ
-0.8 0.8%
+6.1% YoY
0.7%
-38.7% YoY
1.2%
-0.9% YoY
Bottom 0.3% in tier
Loan To Share 40.1%
+4.0% YoY+4.4% QoQ
-45.1% 85.2%
-0.8% YoY
68.8%
-1.5% YoY
68.0%
-1.7% YoY
Bottom 1.0% in tier
AMR $65,634
+6.0% YoY+0.6% QoQ
+$36K $29,172
+2.8% YoY
$28,514
+2.8% YoY
$19,418
+1.3% YoY
Top 1.0% in tier
CD Concentration 0.0% -29.0% 29.0%
+0.7% YoY
21.7%
+4.2% YoY
19.6%
+6.2% YoY
Bottom 0.0% in tier
Indirect Auto % 0.0% -18.8% 18.8%
-3.0% YoY
9.5%
-6.9% YoY
7.9%
-2.9% YoY
Bottom 0.0% in tier

Signature Analysis

Strengths (3)

Credit Quality Leader

growth
#2 of 95 • Top 1.1% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.03%
(Tier: 0.83%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): -0.01% points
(Tier: 0.07% points, National: 0.07% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY

Relationship Depth Leader

growth
#23 of 67 • Top 33.3% 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): 6.02%
(Tier: 3.04%, National: 4.19%)
better than tier avg
Share Draft per Member: $0.00
(Tier: $3.1K, National: $2.0K)
but worse than tier avg
67 of 380 Mid-Market CUs have this signature | 341 nationally
↑ Growing +25 CUs YoY | New qualifier

Wallet Share Momentum

growth
#86 of 116 • Top 73.9% in tier

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

Why This Signature
AMR Growth (YoY): 6.02%
(Tier: 3.04%, National: 4.19%)
better than tier avg
116 of 380 Mid-Market CUs have this signature | 620 nationally
↑ Growing +38 CUs YoY | New qualifier

Concerns (1)

Efficiency Drag

risk
#1 of 96 • Bottom 0.0% in tier

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

Why This Signature
Efficiency Ratio: 90.55%
(Tier: 73.43%, National: 79.10%)
worse than tier avg
ROA Change (YoY): 0.01% points
(Tier: 0.07% points, National: 0.05% points)
worse than tier avg
Member Growth (YoY): -0.15%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
96 of 380 Mid-Market CUs have this signature | 624 nationally
↓ Shrinking -32 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 304 peers in tier

Top Strengths (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 304 Top 0.0% in 1B-3B tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: -
#1 of 304 Top 0.0% in 1B-3B tier
2
Total Delinquency Rate (60+ days)
risk
Value: 0.03%
Peer Avg: -
#2 of 304 Top 0.3% in 1B-3B tier
3
Average Member Relationship (AMR)
engagement
Value: $65,634
Peer Avg: -
#3 of 304 Top 0.7% in 1B-3B tier
9
Net Charge-Off Rate
risk
Value: 0.06%
Peer Avg: -
#9 of 304 Top 2.6% in 1B-3B tier
19
Loan-to-Member Ratio (LMR)
engagement
Value: $18,797
Peer Avg: -
#19 of 304 Top 5.9% in 1B-3B tier
42
Members Per Employee (MPE)
engagement
Value: 450.789
Peer Avg: -
#42 of 304 Top 13.5% in 1B-3B tier
71
AMR Growth Rate
growth
Value: 6.02%
Peer Avg: -
#71 of 304 Top 23.0% in 1B-3B tier

Top Weaknesses (8 metrics)

302
Net Interest Margin (NIM)
profitability
Value: 0.95%
Peer Avg: -
#302 of 304 Bottom 1.0% in 1B-3B tier
302
Fee Income Per Member
profitability
Value: $43.36
Peer Avg: -
#302 of 304 Bottom 1.0% in 1B-3B tier
301
Loan-to-Share Ratio
balance_sheet
Value: 40.13%
Peer Avg: -
#301 of 304 Bottom 1.3% in 1B-3B tier
300
Total Members
engagement
Value: 34,260
Peer Avg: -
#300 of 304 Bottom 1.6% in 1B-3B tier
299
First Mortgage Concentration (%)
balance_sheet
Value: 70.94%
Peer Avg: -
#299 of 304 Bottom 2.0% in 1B-3B tier
298
Efficiency Ratio
profitability
Value: 90.55%
Peer Avg: -
#298 of 304 Bottom 2.3% in 1B-3B tier
291
Total Loans
balance_sheet
Value: $643.97M
Peer Avg: -
#291 of 304 Bottom 4.6% in 1B-3B tier
287
Return on Assets (ROA)
profitability
Value: 0.10%
Peer Avg: -
#287 of 304 Bottom 5.9% in 1B-3B tier
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