BlastPoint's Credit Union Scorecard

UTAH HERITAGE

Charter #67076 · UT

1069 CUs in 100M-500M nationally 13 in UT

UTAH HERITAGE has 5 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 24.3% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.97% above tier average
  • + Net Interest Margin 0.25% above tier average
  • + Efficiency Ratio: Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 5.0% in tier
  • - Credit Risk Growth: Bottom 29.7% in tier
  • - Stagnation Risk: Bottom 56.8% in tier
  • - Membership Headwinds: Bottom 70.3% in tier
  • - Delinquency rate 1.57% above tier average
  • - Share Certificate Concentration (%): Bottom 1.7% in tier
  • - Total Delinquency Rate (60+ days): Bottom 4.4% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (UT) National Avg Tier Percentile
Members 8,609
-1.7% YoY-2.9% QoQ
-6.8K 15,437
-2.9% YoY
78,581
+8.3% YoY
33,374
+5.7% YoY
21%
Assets $159.7M
+8.9% YoY+2.7% QoQ
$-72.1M $231.9M
+1.3% YoY
$1.2B
+12.9% YoY
$561.6M
+9.7% YoY
34%
Loans $110.5M
+3.4% YoY+2.0% QoQ
$-36.8M $147.3M
-0.1% YoY
$958.3M
+12.4% YoY
$397.0M
+8.8% YoY
42%
Deposits $138.6M
+8.0% YoY+2.4% QoQ
$-62.2M $200.8M
+0.8% YoY
$1.1B
+12.7% YoY
$477.3M
+9.7% YoY
34%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.7%
+10.7% YoY-1.9% QoQ
+1.0% 0.8%
+18.2% YoY
0.8%
+12.1% YoY
0.7%
+15.9% YoY
Top 5.2% in tier
NIM 3.9%
+5.5% YoY-0.5% QoQ
+0.2% 3.6%
+6.7% YoY
3.4%
+4.7% YoY
3.8%
+5.1% YoY
64%
Efficiency Ratio 55.7%
-4.6% YoY+0.9% QoQ
-21.3% 77.0%
-3.1% YoY
72.6%
-3.7% YoY
79.7%
-3.3% YoY
Bottom 3.6% in tier
Delinquency Rate 2.5%
+74.4% YoY+26.2% QoQ
+1.6 0.9%
+4.2% YoY
1.0%
+50.5% YoY
1.3%
-2.1% YoY
Top 4.4% in tier
Loan To Share 79.7%
-4.3% YoY-0.4% QoQ
+7.5% 72.2%
-1.1% YoY
76.7%
-4.3% YoY
67.4%
-1.7% YoY
63%
AMR $28,943
+7.8% YoY+5.3% QoQ
+$4K $24,676
+3.4% YoY
$21,704
+5.2% YoY
$19,687
+2.0% YoY
79%
CD Concentration 49.4%
+5.7% YoY+2.5% QoQ
+25.0% 24.4% 28.4% 19.8% 50%
Indirect Auto % 9.1%
-14.6% YoY-9.0% QoQ
-4.7% 13.8% 7.4% 7.8% 50%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#66 of 268 • Top 24.3% 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): 7.77%
(Tier: 4.17%, National: 4.00%)
better than tier avg
Share Draft per Member: $2.3K
(Tier: $2.9K, National: $2.0K)
but worse than tier avg
268 of 1069 Mid-Small & Community CUs have this signature | 351 nationally
↑ Growing +46 CUs YoY | New qualifier

Wallet Share Momentum

growth
#257 of 513 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 7.77%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | Rank worsening

Concerns (4)

Credit Quality Pressure

risk
#36 of 705 • Bottom 5.0% in tier

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

Why This Signature
Delinquency Change (YoY): 1.05% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | Rank improving

Credit Risk Growth

risk
#136 of 456 • Bottom 29.7% in tier

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

Why This Signature
Loan Growth (YoY): 3.41%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Change (YoY): 1.05% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
456 of 1069 Mid-Small & Community CUs have this signature | 665 nationally
→ No prior data (456 CUs now) | New qualifier

Stagnation Risk

risk
#315 of 554 • Bottom 56.8% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.70%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 3.41%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 2.46%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Membership Headwinds

decline
#390 of 554 • Bottom 70.3% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.70%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | 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 1069 peers in tier

Top Strengths (8 metrics)

40
Efficiency Ratio
profitability
Value: 55.73%
Peer Median: -
#40 of 1069 Top 3.6% in 100M-500M tier
56
Return on Assets (ROA)
profitability
Value: 1.73%
Peer Median: -
#56 of 1069 Top 5.1% in 100M-500M tier
195
Asset Growth Rate
growth
Value: 8.86%
Peer Median: -
#195 of 1069 Top 18.1% in 100M-500M tier
203
AMR Growth Rate
growth
Value: 7.77%
Peer Median: -
#203 of 1069 Top 18.9% in 100M-500M tier
207
Loan-to-Member Ratio (LMR)
engagement
Value: $12,841
Peer Median: -
#207 of 1069 Top 19.3% in 100M-500M tier
216
Deposit Growth Rate
growth
Value: 8.05%
Peer Median: -
#216 of 1069 Top 20.1% in 100M-500M tier
228
Average Member Relationship (AMR)
engagement
Value: $28,943
Peer Median: -
#228 of 1069 Top 21.2% in 100M-500M tier
261
Net Charge-Off Rate
risk
Value: 0.17%
Peer Median: -
#261 of 1069 Top 24.3% in 100M-500M tier

Top Weaknesses (4 metrics)

1052
Share Certificate Concentration (%)
balance_sheet
Value: 49.44%
Peer Median: -
#1052 of 1069 Bottom 1.7% in 100M-500M tier
1023
Total Delinquency Rate (60+ days)
risk
Value: 2.46%
Peer Median: -
#1023 of 1069 Bottom 4.4% in 100M-500M tier
871
Fee Income Per Member
profitability
Value: $108.52
Peer Median: -
#871 of 1069 Bottom 18.6% in 100M-500M tier
845
Total Members
engagement
Value: 8,609
Peer Median: -
#845 of 1069 Bottom 21.0% in 100M-500M tier
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