BlastPoint's Credit Union Scorecard

ADVENTHEALTH

Charter #67349 · FL

100M-500M
1070 CUs in 100M-500M nationally 36 in FL

ADVENTHEALTH has 8 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.06% above tier average
  • + Strong member growth: 6.2% YoY
  • + Loan Growth Rate: Top 3.6% in tier
  • + Member Growth Rate: Top 7.2% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 50.0% in tier
  • - Efficiency ratio 1.40% above tier (higher cost structure)

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 13,672
+6.2% YoY+2.2% QoQ
-1.5K 15,145
-2.5% YoY
74,034
+8.9% YoY
33,913
+5.7% YoY
52%
Assets $126.8M
+7.5% YoY+4.0% QoQ
$-104.9M $231.7M
+0.8% YoY
$1.2B
+11.7% YoY
$578.3M
+9.0% YoY
18%
Loans $99.5M
+19.7% YoY+5.4% QoQ
$-44.6M $144.1M
+0.2% YoY
$841.5M
+13.6% YoY
$402.4M
+8.7% YoY
36%
Deposits $112.1M
+6.4% YoY+4.3% QoQ
$-89.0M $201.1M
+0.4% YoY
$1.0B
+12.4% YoY
$494.3M
+9.1% YoY
19%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.8%
-20.1% YoY-27.4% QoQ
+0.1% 0.7%
+5.1% YoY
0.6%
-11.7% YoY
0.4%
-39.2% YoY
56%
NIM 3.5%
+2.3% YoY+3.9% QoQ
-0.2% 3.6%
+4.6% YoY
3.6%
+2.7% YoY
3.8%
+4.1% YoY
40%
Efficiency Ratio 79.4%
+4.1% YoY+7.3% QoQ
+1.4% 78.0%
-1.7% YoY
80.0%
+2.7% YoY
84.6%
+2.8% YoY
53%
Delinquency Rate 0.5%
-30.0% YoY-13.9% QoQ
-0.3 0.8%
+7.1% YoY
0.6%
+6.2% YoY
1.2%
+3.4% YoY
41%
Loan To Share 88.8%
+12.5% YoY+1.0% QoQ
+18.4% 70.4%
-0.4% YoY
70.1%
+1.4% YoY
65.6%
-1.4% YoY
Top 12.9% in tier
AMR $15,482
+5.7% YoY+2.6% QoQ
$-9K $24,918
+2.7% YoY
$23,044
+4.5% YoY
$19,920
+1.6% YoY
Bottom 10.9% in tier
CD Concentration 34.7%
+4.4% YoY-4.0% QoQ
+10.4% 24.3% 24.4% 19.8% 50%
Indirect Auto % 6.1%
+20.7% YoY+3.5% QoQ
-7.7% 13.8% 10.8% 7.7% 50%

Signature Analysis

Strengths (4)

Organic Growth Leader

growth
#51 of 371 • Top 50.0% in tier

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

Why This Signature
Member Growth (YoY): 6.24%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Indirect Auto %: 6.05%
(Tier: 13.80%, National: 7.73%)
better than tier avg
371 of 1070 Mid-Small & Community CUs have this signature | 518 nationally
→ No prior data (371 CUs now) | New qualifier

Organic Growth Engine

growth
#121 of 352 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 6.24%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Return on Assets: 0.79%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Indirect Auto %: 6.05%
(Tier: 13.80%, National: 7.73%)
better than tier avg
352 of 1070 Mid-Small & Community CUs have this signature | 499 nationally
→ No prior data (352 CUs now) | New qualifier

Emerging Performer

growth
#69 of 157 • Top 50.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.79%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Member Growth (YoY): 6.24%
(Tier: 0.72%, National: 10.19%)
better than tier avg
157 of 1070 Mid-Small & Community CUs have this signature | 260 nationally
→ No prior data (157 CUs now) | New qualifier

Wallet Share Momentum

growth
#411 of 491 • 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): 5.68%
(Tier: 3.74%, National: 6.36%)
better than tier avg
491 of 1070 Mid-Small & Community CUs have this signature | 637 nationally
↑ Growing +107 CUs YoY | Rank worsening

Concerns (1)

Margin Compression

decline
#127 of 133 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.79%
(Tier: 0.72%, National: 0.39%)
but better than tier avg
ROA (Prior Year): 0.98%
(Tier: 0.67%, National: 0.75%)
but better than tier avg
ROA Change (YoY): -0.20% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
133 of 1070 Mid-Small & Community CUs have this signature | 162 nationally
→ No prior data (133 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 1070 peers in tier

Top Strengths (6 metrics)

39
Loan Growth Rate
growth
Value: 19.72%
Peer Median: 2.93%
#39 of 1070 Top 3.6% in 100M-500M tier
78
Member Growth Rate
growth
Value: 6.24%
Peer Median: -0.06%
#78 of 1070 Top 7.2% in 100M-500M tier
138
Loan-to-Share Ratio
balance_sheet
Value: 88.78%
Peer Median: 71.88%
#138 of 1070 Top 12.8% in 100M-500M tier
157
Members Per Employee (MPE)
engagement
Value: 427.250
Peer Median: 309.176
#157 of 1070 Top 14.6% in 100M-500M tier
199
Net Charge-Off Rate
risk
Value: 0.10%
Peer Median: 0.35%
#199 of 1070 Top 18.5% in 100M-500M tier
233
Asset Growth Rate
growth
Value: 7.45%
Peer Median: 3.91%
#233 of 1070 Top 21.7% in 100M-500M tier

Top Weaknesses (6 metrics)

953
Average Member Relationship (AMR)
engagement
Value: $15,482
Peer Median: $22,931
#953 of 1070 Bottom 11.0% in 100M-500M tier
912
Share Certificate Concentration (%)
balance_sheet
Value: 34.70%
Peer Median: 23.10%
#912 of 1070 Bottom 14.9% in 100M-500M tier
879
Total Assets
balance_sheet
Value: $126.82M
Peer Median: $196.57M
#879 of 1070 Bottom 17.9% in 100M-500M tier
867
Total Deposits
balance_sheet
Value: $112.13M
Peer Median: $171.29M
#867 of 1070 Bottom 19.1% in 100M-500M tier
863
Net Worth Ratio
risk
Value: 9.42%
Peer Median: 11.45%
#863 of 1070 Bottom 19.4% in 100M-500M tier
814
Fee Income Per Member
profitability
Value: $108.94
Peer Median: $154.95
#814 of 1070 Bottom 24.0% in 100M-500M tier
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