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BlastPoint's Credit Union Scorecard

SUMMIT

Charter #67190 · WI

Large 7B-10B
28 CUs in 7B-10B nationally 2 in WI
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SUMMIT has 6 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 23.4% in tier
  • + Wallet Share Momentum: Top 23.4% in tier
  • + Organic Growth Leader: Top 31.2% in tier
  • + Organic Growth Engine: Top 31.2% in tier
  • + ROA 0.24% above tier average
  • + Loan-to-Share Ratio: Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 9.1% in tier

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 28 credit unions with $7B-$10B in assets nationally, and 1 of 2 that size in Wisconsin.
  • Shares and deposits +9.8% year over year ($6.85B in shares and deposits).
  • Membership: 281,962 members, +4.1% vs a year ago.
  • Delinquency rate 0.65%.
  • Return on assets 1.27%.
  • Efficiency ratio 60.36% vs a 66.07% peer average.
  • Loan-to-share ratio 100.85% vs a 81.29% 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 281,962
+4.1% YoY+1.3% QoQ
-156.9K 438,885
-1.1% YoY
40,085
+5.1% YoY
34,678
+6.6% YoY
Bottom 14.3% in tier
Assets $8.5B
+9.4% YoY+2.6% QoQ
$-397.1M $8.9B
+0.0% YoY
$782.0M
+12.1% YoY
$593.1M
+10.2% YoY
25%
Loans $6.9B
+12.1% YoY+4.3% QoQ
+$692.7M $6.2B
-0.6% YoY
$600.2M
+11.1% YoY
$418.6M
+10.1% YoY
61%
Deposits $6.9B
+9.8% YoY+2.8% QoQ
$-806.3M $7.7B
+2.7% YoY
$658.6M
+12.2% YoY
$504.8M
+10.3% YoY
Bottom 14.3% 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 1.3%
+16.5% YoY+11.5% QoQ
+0.2% 1.0%
+4.7% YoY
1.0%
+81.4% YoY
1.2%
+121.4% YoY
68%
NIM 2.9%
+3.1% YoY+1.8% QoQ
-0.1% 3.1%
+6.6% YoY
3.7%
+9.7% YoY
3.8%
+2.3% YoY
36%
Efficiency Ratio 60.4%
-2.3% YoY-3.7% QoQ
-5.7% 66.1%
+1.6% YoY
75.5%
-0.0% YoY
83.0%
-5.3% YoY
21%
Delinquency Rate 0.7%
-22.1% YoY+9.4% QoQ
-0.1 0.8%
+23.1% YoY
0.8%
-17.5% YoY
1.3%
+2.6% YoY
39%
Loan To Share 100.9%
+2.2% YoY+1.5% QoQ
+19.6% 81.3%
-3.8% YoY
79.3%
-0.8% YoY
66.4%
-1.4% YoY
Top 7.1% in tier
AMR $48,797
+6.5% YoY+2.2% QoQ
+$12K $37,279
+8.1% YoY
$24,272
+7.8% YoY
$20,028
-0.9% YoY
Top 14.3% in tier
CD Concentration 42.3%
+1.9% YoY-0.2% QoQ
+13.9% 28.3% 21.6% 20.0% Top 9.1% in tier
Indirect Auto % 8.7%
-3.1% YoY+0.7% QoQ
-8.1% 16.8% 8.4% 7.7% 32%

Signature Analysis

Strengths (4)

Organic Growth Leader

growth
#6 of 22 • Top 31.2% in tier

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

Why This Signature
Member Growth (YoY): 4.14%
(Tier: 4.24%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 8.74%
(Tier: 16.81%, National: 7.71%)
better than tier avg
22 of 67 Large CUs have this signature | 485 nationally
→ Stable (27→22 CUs) -5 CUs YoY

Organic Growth Engine

growth
#7 of 22 • Top 31.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.14%
(Tier: 4.24%, National: 15.67%)
but worse than tier avg
Return on Assets: 1.27%
(Tier: 0.96%, National: 1.23%)
better than tier avg
Indirect Auto %: 8.74%
(Tier: 16.81%, National: 7.71%)
better than tier avg
22 of 67 Large CUs have this signature | 490 nationally
↓ Shrinking -25 CUs YoY

Relationship Depth Leader

growth
#8 of 16 • Top 23.4% 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): 6.52%
(Tier: 4.16%, National: 35.20%)
better than tier avg
Share Draft per Member: $4.1K
(Tier: $3.3K, National: $2.1K)
better than tier avg
16 of 67 Large CUs have this signature | 354 nationally
→ Stable (12→16 CUs) +4 CUs YoY

Wallet Share Momentum

growth
#15 of 20 • Top 23.4% in tier

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

Why This Signature
AMR Growth (YoY): 6.52%
(Tier: 4.16%, National: 35.20%)
better than tier avg
20 of 67 Large CUs have this signature | 635 nationally
→ Stable (17→20 CUs) +3 CUs YoY | New qualifier

Concerns (1)

Liquidity Strain

risk
#2 of 28 • Bottom 9.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 100.85%
(Tier: 84.03%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 12.12%
(Tier: 7.79%, National: 78.26%)
but better than tier avg
28 of 67 Large CUs have this signature | 432 nationally
→ Stable (27→28 CUs) +1 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 28 peers in tier

Top Strengths (12 metrics)

2
Loan-to-Share Ratio
balance_sheet
Value: 100.85%
Peer Median: 83.58%
#2 of 28 Top 3.6% in 7B-10B tier
4
Average Member Relationship (AMR)
engagement
Value: $48,797
Peer Median: $31,495
#4 of 28 Top 10.7% in 7B-10B tier
4
Loan-to-Member Ratio (LMR)
engagement
Value: $24,502
Peer Median: $13,051
#4 of 28 Top 10.7% in 7B-10B tier
5
Fee Income Per Member
profitability
Value: $273.87
Peer Median: $206.85
#5 of 28 Top 14.3% in 7B-10B tier
6
Loan Growth Rate
growth
Value: 12.12%
Peer Median: 4.76%
#6 of 28 Top 17.9% in 7B-10B tier
6
Net Charge-Off Rate
risk
Value: 0.27%
Peer Median: 0.42%
#6 of 28 Top 17.9% in 7B-10B tier
7
Efficiency Ratio
profitability
Value: 60.36%
Peer Median: 63.82%
#7 of 28 Top 21.4% in 7B-10B tier
7
Asset Growth Rate
growth
Value: 9.37%
Peer Median: 4.49%
#7 of 28 Top 21.4% in 7B-10B tier
7
Deposit Growth Rate
growth
Value: 9.75%
Peer Median: 5.19%
#7 of 28 Top 21.4% in 7B-10B tier
7
AMR Growth Rate
growth
Value: 6.52%
Peer Median: 3.49%
#7 of 28 Top 21.4% in 7B-10B tier

Top Weaknesses (6 metrics)

26
Share Certificate Concentration (%)
balance_sheet
Value: 42.27%
Peer Median: 26.96%
#26 of 28 Bottom 10.7% in 7B-10B tier
24
Net Worth Ratio
risk
Value: 10.34%
Peer Median: 11.61%
#24 of 28 Bottom 17.9% in 7B-10B tier
24
Total Deposits
balance_sheet
Value: $6.85B
Peer Median: $7.79B
#24 of 28 Bottom 17.9% in 7B-10B tier
24
Total Members
engagement
Value: 281,962
Peer Median: 451,813
#24 of 28 Bottom 17.9% in 7B-10B tier
24
Members Per Employee (MPE)
engagement
Value: 300.599
Peer Median: 394.254
#24 of 28 Bottom 17.9% in 7B-10B tier
22
First Mortgage Concentration (%)
balance_sheet
Value: 49.00%
Peer Median: 37.58%
#22 of 28 Bottom 25.0% in 7B-10B tier
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