BlastPoint's Credit Union Scorecard

ATHOL

Charter #66819 · MA

<100M
2556 CUs in <100M nationally 67 in MA

ATHOL has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Loans: Top 0.0% in tier
  • + Total Assets: Top 0.8% in tier
  • + Loan-to-Share Ratio: Top 1.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 3.1% in tier
  • + Total Deposits: Top 4.9% in tier
  • + Average Member Relationship (AMR): Top 7.4% in tier
  • + Total Members: Top 8.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.49% below tier average
  • - Efficiency ratio 9.33% above tier (higher cost structure)
  • - First Mortgage Concentration (%): Bottom 5.7% in tier
  • - Share Certificate Concentration (%): Bottom 6.3% in tier
  • - Net Worth Ratio: Bottom 9.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 6,258
-0.9% YoY+0.8% QoQ
+3.6K 2,615
-1.9% YoY
27,118
+2.4% YoY
33,374
+5.7% YoY
Top 8.0% in tier
Assets $97.7M
+3.0% YoY+3.5% QoQ
+$67.6M $30.1M
+2.1% YoY
$450.6M
+5.5% YoY
$561.6M
+9.7% YoY
Top 0.9% in tier
Loans $85.3M
+1.8% YoY+3.0% QoQ
+$69.5M $15.8M
-1.3% YoY
$346.1M
+3.6% YoY
$397.0M
+8.8% YoY
Top 0.1% in tier
Deposits $75.2M
+2.0% YoY-0.6% QoQ
+$49.5M $25.7M
+1.4% YoY
$377.7M
+7.2% YoY
$477.3M
+9.7% YoY
Top 4.9% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.1%
+122.2% QoQ
-0.5% 0.6%
+10.8% YoY
0.6%
+6.8% YoY
0.7%
+15.9% YoY
22%
NIM 3.3%
+9.8% YoY-0.7% QoQ
-0.6% 4.0%
+4.0% YoY
3.3%
+4.1% YoY
3.8%
+5.1% YoY
28%
Efficiency Ratio 91.9%
-3.1% YoY-1.1% QoQ
+9.3% 82.6%
-2.3% YoY
81.2%
-12.2% YoY
79.7%
-3.3% YoY
78%
Delinquency Rate 0.6%
+5.8% YoY+21.2% QoQ
-1.0 1.6%
-3.1% YoY
0.9%
+13.0% YoY
1.3%
-2.1% YoY
45%
Loan To Share 113.4%
-0.2% YoY+3.7% QoQ
+52.8% 60.6%
-3.1% YoY
73.5%
-2.0% YoY
67.4%
-1.7% YoY
Top 1.3% in tier
AMR $25,650
+2.8% YoY+0.5% QoQ
+$11K $14,783
-1.4% YoY
$25,262
+4.8% YoY
$19,687
+2.0% YoY
Top 7.5% in tier
CD Concentration 42.3%
+1.9% YoY-1.7% QoQ
+17.9% 24.4% 25.0% 19.8% 50%
Indirect Auto % 0.1%
-67.1% YoY-29.3% QoQ
-13.7% 13.8% 2.4% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2556 peers in tier

Top Strengths (7 metrics)

2
Total Loans
balance_sheet
Value: $85.30M
Peer Median: -
#2 of 2556 Top 0.1% in <100M tier
22
Total Assets
balance_sheet
Value: $97.72M
Peer Median: -
#22 of 2556 Top 0.8% in <100M tier
30
Loan-to-Share Ratio
balance_sheet
Value: 113.40%
Peer Median: -
#30 of 2556 Top 1.1% in <100M tier
81
Loan-to-Member Ratio (LMR)
engagement
Value: $13,630
Peer Median: -
#81 of 2556 Top 3.1% in <100M tier
126
Total Deposits
balance_sheet
Value: $75.22M
Peer Median: -
#126 of 2556 Top 4.9% in <100M tier
191
Average Member Relationship (AMR)
engagement
Value: $25,650
Peer Median: -
#191 of 2556 Top 7.4% in <100M tier
205
Total Members
engagement
Value: 6,258
Peer Median: -
#205 of 2556 Top 8.0% in <100M tier

Top Weaknesses (7 metrics)

2412
First Mortgage Concentration (%)
balance_sheet
Value: 55.54%
Peer Median: -
#2412 of 2556 Bottom 5.7% in <100M tier
2396
Share Certificate Concentration (%)
balance_sheet
Value: 42.31%
Peer Median: -
#2396 of 2556 Bottom 6.3% in <100M tier
2325
Net Worth Ratio
risk
Value: 8.93%
Peer Median: -
#2325 of 2556 Bottom 9.1% in <100M tier
2162
Indirect Auto Concentration (%)
balance_sheet
Value: 0.08%
Peer Median: -
#2162 of 2556 Bottom 15.5% in <100M tier
2000
Efficiency Ratio
profitability
Value: 91.89%
Peer Median: -
#2000 of 2556 Bottom 21.8% in <100M tier
1993
Return on Assets (ROA)
profitability
Value: 0.13%
Peer Median: -
#1993 of 2556 Bottom 22.1% in <100M tier
1937
Members Per Employee (MPE)
engagement
Value: 240.692
Peer Median: -
#1937 of 2556 Bottom 24.3% in <100M tier
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