BlastPoint's Credit Union Scorecard

SUMMIT

Charter #67190 · WI

Large 7B-10B
30 CUs in 7B-10B nationally 2 in WI
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SUMMIT has 6 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 9.5% in tier
  • + Organic Growth Leader: Top 16.9% in tier
  • + Relationship Depth Leader: Top 30.8% in tier
  • + ROA 0.14% above tier average
  • + Average Member Relationship (AMR): Top 6.7% in tier
  • + Loan-to-Member Ratio (LMR): Top 6.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 7.1% in tier
  • - Credit Risk Growth: Bottom 9.3% in tier
  • - Credit Quality Pressure: Bottom 10.7% in tier
  • - Delinquency rate 0.14% above tier average
  • - Members Per Employee (MPE): Bottom 10.0% in tier
  • - Total Members: Bottom 10.0% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 273,364
+3.3% YoY+1.0% QoQ
-185.9K 459,296
+3.8% YoY
38,719
+8.7% YoY
33,089
+6.1% YoY
Bottom 6.7% in tier
Assets $8.0B
+6.5% YoY+2.1% QoQ
$-962.7M $8.9B
+1.2% YoY
$717.4M
+12.8% YoY
$547.7M
+7.8% YoY
Bottom 10.0% in tier
Loans $6.3B
+8.4% YoY+2.2% QoQ
$-45.8M $6.3B
+2.9% YoY
$555.6M
+13.3% YoY
$388.7M
+8.6% YoY
43%
Deposits $6.4B
+7.9% YoY+2.2% QoQ
$-1.1B $7.5B
+2.3% YoY
$603.1M
+13.2% YoY
$464.6M
+9.3% YoY
Bottom 10.0% 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 1.2%
+67.8% YoY+7.6% QoQ
+0.1% 1.0%
+22.1% YoY
0.7%
-20.1% YoY
0.7%
+273.4% YoY
60%
NIM 2.9%
+6.6% YoY+1.2% QoQ
-0.1% 3.0%
+11.5% YoY
3.5%
-0.2% YoY
3.7%
+5.0% YoY
40%
Efficiency Ratio 60.6%
-2.1% YoY-1.9% QoQ
-3.1% 63.7%
-2.2% YoY
74.2%
-2.5% YoY
79.1%
-3.3% YoY
37%
Delinquency Rate 0.8%
+17.5% YoY-2.4% QoQ
+0.1 0.7%
+10.8% YoY
1.0%
+20.8% YoY
1.2%
-0.9% YoY
57%
Loan To Share 98.7%
+0.4% YoY+0.0% QoQ
+13.3% 85.4%
+0.7% YoY
80.3%
+0.1% YoY
68.0%
-1.7% YoY
77%
AMR $46,357
+4.8% YoY+1.2% QoQ
+$13K $33,660
-2.9% YoY
$22,950
+4.4% YoY
$19,418
+1.3% YoY
Top 10.0% in tier
CD Concentration 41.9%
+5.2% YoY+0.9% QoQ
+13.0% 28.9%
-1.3% YoY
21.1%
+6.2% YoY
19.6%
+6.2% YoY
Top 9.4% in tier
Indirect Auto % 9.0%
+0.6% YoY-0.1% QoQ
-7.6% 16.6%
-10.3% YoY
8.1%
-7.1% YoY
7.9%
-2.9% YoY
30%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#15 of 50 • Top 9.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.25%
(Tier: 3.07%, National: 9.37%)
better than tier avg
Return on Assets: 1.18%
(Tier: 0.91%, National: 0.71%)
better than tier avg
Indirect Auto %: 9.01%
(Tier: 16.60%, National: 7.90%)
better than tier avg
50 of 64 Large CUs have this signature | 917 nationally
→ Stable (52→50 CUs) -2 CUs YoY | Rank improving

Organic Growth Leader

growth
#15 of 28 • Top 16.9% in tier

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

Why This Signature
Member Growth (YoY): 3.25%
(Tier: 3.07%, National: 9.37%)
better than tier avg
Indirect Auto %: 9.01%
(Tier: 16.60%, National: 7.90%)
better than tier avg
28 of 64 Large CUs have this signature | 608 nationally
→ Stable (28→28 CUs) | Rank worsening

Relationship Depth Leader

growth
#5 of 14 • Top 30.8% 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): 4.76%
(Tier: 2.82%, National: 4.19%)
better than tier avg
Share Draft per Member: $3.9K
(Tier: $3.2K, National: $2.0K)
better than tier avg
14 of 64 Large CUs have this signature | 341 nationally
↑ Growing +6 CUs YoY

Concerns (3)

Liquidity Strain

risk
#7 of 32 • Bottom 7.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 98.72%
(Tier: 84.48%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 8.38%
(Tier: 4.99%, National: 36.38%)
but better than tier avg
32 of 64 Large CUs have this signature | 484 nationally
→ Stable (27→32 CUs) +5 CUs YoY | Rank improving

Credit Risk Growth

risk
#10 of 25 • Bottom 9.3% in tier

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

Why This Signature
Loan Growth (YoY): 8.38%
(Tier: 4.99%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.12% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
25 of 64 Large CUs have this signature | 646 nationally
↓ Shrinking -13 CUs YoY | Rank improving

Credit Quality Pressure

risk
#14 of 34 • Bottom 10.7% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
34 of 64 Large CUs have this signature | 1002 nationally
↓ Shrinking -17 CUs YoY | Rank improving

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 30 peers in tier

Top Strengths (10 metrics)

3
Average Member Relationship (AMR)
engagement
Value: $46,357
Peer Avg: -
#3 of 30 Top 6.7% in 7B-10B tier
3
Loan-to-Member Ratio (LMR)
engagement
Value: $23,029
Peer Avg: -
#3 of 30 Top 6.7% in 7B-10B tier
6
Fee Income Per Member
profitability
Value: $250.89
Peer Avg: -
#6 of 30 Top 16.7% in 7B-10B tier
6
Deposit Growth Rate
growth
Value: 7.94%
Peer Avg: -
#6 of 30 Top 16.7% in 7B-10B tier
7
Asset Growth Rate
growth
Value: 6.53%
Peer Avg: -
#7 of 30 Top 20.0% in 7B-10B tier
7
Loan Growth Rate
growth
Value: 8.38%
Peer Avg: -
#7 of 30 Top 20.0% in 7B-10B tier
7
Net Charge-Off Rate
risk
Value: 0.32%
Peer Avg: -
#7 of 30 Top 20.0% in 7B-10B tier
7
Loan-to-Share Ratio
balance_sheet
Value: 98.72%
Peer Avg: -
#7 of 30 Top 20.0% in 7B-10B tier
7
Indirect Auto Concentration (%)
balance_sheet
Value: 9.01%
Peer Avg: -
#7 of 30 Top 20.0% in 7B-10B tier
8
AMR Growth Rate
growth
Value: 4.76%
Peer Avg: -
#8 of 30 Top 23.3% in 7B-10B tier

Top Weaknesses (6 metrics)

28
Members Per Employee (MPE)
engagement
Value: 304.076
Peer Avg: -
#28 of 30 Bottom 10.0% in 7B-10B tier
28
Total Members
engagement
Value: 273,364
Peer Avg: -
#28 of 30 Bottom 10.0% in 7B-10B tier
27
Net Worth Ratio
risk
Value: 10.01%
Peer Avg: -
#27 of 30 Bottom 13.3% in 7B-10B tier
27
Share Certificate Concentration (%)
balance_sheet
Value: 41.86%
Peer Avg: -
#27 of 30 Bottom 13.3% in 7B-10B tier
27
Total Assets
balance_sheet
Value: $7.96B
Peer Avg: -
#27 of 30 Bottom 13.3% in 7B-10B tier
27
Total Deposits
balance_sheet
Value: $6.38B
Peer Avg: -
#27 of 30 Bottom 13.3% in 7B-10B tier
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