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BlastPoint's Credit Union Scorecard

SUMMIT

Charter #67190 · WI

Large 7B-10B
29 CUs in 7B-10B nationally 2 in WI
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SUMMIT has 6 strengths but faces 3 concerns

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 Engine: Top 35.9% in tier
  • + Organic Growth Leader: Top 35.9% in tier
  • + ROA 0.20% above tier average
  • + Loan-to-Share Ratio: Top 3.4% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 7.6% in tier
  • - Credit Risk Growth: Bottom 20.3% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 278,241
+3.9% YoY+1.0% QoQ
-158.6K 436,889
-2.3% YoY
39,491
+5.5% YoY
33,913
+5.7% YoY
Bottom 13.8% in tier
Assets $8.3B
+9.0% YoY+2.6% QoQ
$-605.9M $8.9B
-0.1% YoY
$762.9M
+12.1% YoY
$578.3M
+9.0% YoY
21%
Loans $6.6B
+10.0% YoY+2.4% QoQ
+$474.9M $6.1B
-1.1% YoY
$579.7M
+11.3% YoY
$402.4M
+8.7% YoY
59%
Deposits $6.7B
+9.3% YoY+3.1% QoQ
$-988.1M $7.7B
+1.8% YoY
$643.6M
+11.9% YoY
$494.3M
+9.1% YoY
Bottom 13.8% 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 1.1%
+15.9% YoY-8.9% QoQ
+0.2% 0.9%
+16.3% YoY
0.3%
+1.8% YoY
0.4%
-39.2% YoY
69%
NIM 2.9%
+3.1% YoY-0.1% QoQ
-0.2% 3.1%
+6.3% YoY
3.4%
+8.2% YoY
3.8%
+4.1% YoY
34%
Efficiency Ratio 62.7%
+0.8% YoY+5.5% QoQ
-3.4% 66.1%
-2.8% YoY
77.2%
-0.5% YoY
84.6%
+2.8% YoY
41%
Delinquency Rate 0.6%
+3.0% YoY-18.6% QoQ
+0.0 0.6%
+12.0% YoY
0.7%
-8.9% YoY
1.2%
+3.4% YoY
41%
Loan To Share 99.3%
+0.6% YoY-0.7% QoQ
+18.9% 80.4%
-3.4% YoY
78.6%
-0.5% YoY
65.6%
-1.4% YoY
Top 6.9% in tier
AMR $47,758
+5.6% YoY+1.8% QoQ
+$11K $37,056
+6.8% YoY
$24,071
+7.1% YoY
$19,920
+1.6% YoY
Top 13.8% in tier
CD Concentration 42.3%
+5.3% YoY-0.8% QoQ
+13.7% 28.6% 21.6% 19.8% Top 9.1% in tier
Indirect Auto % 8.7%
-3.2% YoY-0.9% QoQ
-7.7% 16.4% 8.0% 7.7% 32%

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#6 of 22 • Top 35.9% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.87%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Return on Assets: 1.14%
(Tier: 0.90%, National: 0.39%)
better than tier avg
Indirect Auto %: 8.68%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 499 nationally
→ No prior data (22 CUs now) | New qualifier

Organic Growth Leader

growth
#6 of 22 • Top 35.9% in tier

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

Why This Signature
Member Growth (YoY): 3.87%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 8.68%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 518 nationally
→ No prior data (22 CUs now) | New qualifier

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): 5.60%
(Tier: 4.10%, National: 6.36%)
better than tier avg
Share Draft per Member: $4.0K
(Tier: $3.4K, National: $2.1K)
better than tier avg
16 of 66 Large CUs have this signature | 342 nationally
→ Stable (11→16 CUs) +5 CUs YoY

Wallet Share Momentum

growth
#15 of 15 • 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): 5.60%
(Tier: 4.10%, National: 6.36%)
better than tier avg
15 of 66 Large CUs have this signature | 637 nationally
→ Stable (12→15 CUs) +3 CUs YoY | New qualifier

Concerns (3)

Liquidity Strain

risk
#4 of 26 • Bottom 7.6% in tier

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

Why This Signature
Loan-to-Share Ratio: 99.32%
(Tier: 82.82%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 10.02%
(Tier: 7.53%, National: 1.74%)
but better than tier avg
26 of 66 Large CUs have this signature | 367 nationally
→ Stable (27→26 CUs) -1 CUs YoY | Rank improving

Credit Risk Growth

risk
#19 of 35 • Bottom 20.3% in tier

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

Why This Signature
Loan Growth (YoY): 10.02%
(Tier: 7.53%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.02% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
35 of 66 Large CUs have this signature | 710 nationally
→ No prior data (35 CUs now) | New qualifier

Credit Quality Pressure

risk
#32 of 42 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.02% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
42 of 66 Large CUs have this signature | 1013 nationally
→ Stable (39→42 CUs) +3 CUs YoY | 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 29 peers in tier

Top Strengths (10 metrics)

2
Loan-to-Share Ratio
balance_sheet
Value: 99.32%
Peer Median: 82.39%
#2 of 29 Top 3.4% in 7B-10B tier
4
Average Member Relationship (AMR)
engagement
Value: $47,758
Peer Median: $30,591
#4 of 29 Top 10.3% in 7B-10B tier
4
Loan-to-Member Ratio (LMR)
engagement
Value: $23,798
Peer Median: $13,058
#4 of 29 Top 10.3% in 7B-10B tier
5
Fee Income Per Member
profitability
Value: $257.51
Peer Median: $199.06
#5 of 29 Top 13.8% in 7B-10B tier
5
Asset Growth Rate
growth
Value: 9.03%
Peer Median: 3.62%
#5 of 29 Top 13.8% in 7B-10B tier
6
Deposit Growth Rate
growth
Value: 9.34%
Peer Median: 4.66%
#6 of 29 Top 17.2% in 7B-10B tier
7
Loan Growth Rate
growth
Value: 10.02%
Peer Median: 4.07%
#7 of 29 Top 20.7% in 7B-10B tier
7
AMR Growth Rate
growth
Value: 5.60%
Peer Median: 2.29%
#7 of 29 Top 20.7% in 7B-10B tier
7
Net Charge-Off Rate
risk
Value: 0.29%
Peer Median: 0.45%
#7 of 29 Top 20.7% in 7B-10B tier
8
Indirect Auto Concentration (%)
balance_sheet
Value: 8.68%
Peer Median: 17.02%
#8 of 29 Top 24.1% in 7B-10B tier

Top Weaknesses (7 metrics)

27
Share Certificate Concentration (%)
balance_sheet
Value: 42.35%
Peer Median: 25.99%
#27 of 29 Bottom 10.3% in 7B-10B tier
25
Net Worth Ratio
risk
Value: 10.26%
Peer Median: 11.34%
#25 of 29 Bottom 17.2% in 7B-10B tier
25
Total Deposits
balance_sheet
Value: $6.67B
Peer Median: $7.73B
#25 of 29 Bottom 17.2% in 7B-10B tier
25
Total Members
engagement
Value: 278,241
Peer Median: 421,142
#25 of 29 Bottom 17.2% in 7B-10B tier
25
Members Per Employee (MPE)
engagement
Value: 306.771
Peer Median: 401.853
#25 of 29 Bottom 17.2% in 7B-10B tier
23
Total Assets
balance_sheet
Value: $8.30B
Peer Median: $9.14B
#23 of 29 Bottom 24.1% in 7B-10B tier
23
First Mortgage Concentration (%)
balance_sheet
Value: 49.07%
Peer Median: 37.49%
#23 of 29 Bottom 24.1% in 7B-10B tier
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