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GUARDIANS

Charter #67521 · FL

100M-500M
1024 CUs in 100M-500M nationally 35 in FL

GUARDIANS has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.37% above tier average
  • + Total Members: Top 2.8% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Flatlined Growth: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.34% below tier average
  • - Efficiency ratio 4.42% above tier (higher cost structure)

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 35 that size in Florida.
  • Shares and deposits +1.2% year over year ($256M in shares and deposits).
  • Membership: 36,157 members, -1.6% vs a year ago.
  • Delinquency rate 0.42%.
  • Return on assets 0.52%.
  • Efficiency ratio 81.15% vs a 76.73% peer average.
  • Loan-to-share ratio 80.88% vs a 71.54% 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 (FL) National Avg Tier Percentile
Members 36,157
-1.6% YoY-0.3% QoQ
+21.0K 15,168
-2.6% YoY
74,629
+8.2% YoY
34,678
+6.6% YoY
Top 2.9% in tier
Assets $309.5M
+1.6% YoY+0.0% QoQ
+$77.5M $232.0M
+0.7% YoY
$1.2B
+11.8% YoY
$593.1M
+10.2% YoY
75%
Loans $207.4M
-3.0% YoY-2.0% QoQ
+$61.1M $146.3M
+0.2% YoY
$865.0M
+13.2% YoY
$418.6M
+10.1% YoY
77%
Deposits $256.4M
+1.2% YoY+0.1% QoQ
+$55.7M $200.7M
+0.2% YoY
$1.0B
+12.3% YoY
$504.8M
+10.3% YoY
73%

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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 0.5%
-48.6% YoY+19.2% QoQ
-0.3% 0.9%
+12.5% YoY
0.7%
+7.2% YoY
1.2%
+121.4% YoY
30%
NIM 4.1%
-1.4% YoY+1.2% QoQ
+0.4% 3.7%
+4.5% YoY
3.6%
+3.4% YoY
3.8%
+2.3% YoY
73%
Efficiency Ratio 81.1%
+7.7% YoY-1.3% QoQ
+4.4% 76.7%
-0.8% YoY
79.7%
+3.1% YoY
83.0%
-5.3% YoY
62%
Delinquency Rate 0.4%
+13.0% YoY+180.5% QoQ
-0.5 0.9%
+6.6% YoY
0.7%
+5.6% YoY
1.3%
+2.6% YoY
29%
Loan To Share 80.9%
-4.1% YoY-2.1% QoQ
+9.3% 71.5%
-0.3% YoY
70.8%
+0.7% YoY
66.4%
-1.4% YoY
66%
AMR $12,825
+0.8% YoY-0.5% QoQ
$-12K $25,107
+3.2% YoY
$23,115
+4.1% YoY
$20,028
-0.9% YoY
Bottom 3.3% in tier
CD Concentration 16.9%
+15.2% YoY+8.6% QoQ
-7.6% 24.6% 24.7% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 10.8% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (6)

Stagnation Risk

risk
#328 of 549 • Bottom 50.0% 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): -1.57%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.01%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.42%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#158 of 230 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $309.55M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -1.57%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.01%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Membership Headwinds

decline
#385 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -1.57%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Credit Quality Pressure

risk
#589 of 693 • 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): 0.05% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | Rank worsening

Flatlined Growth

risk
#37 of 42 • Bottom 50.0% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 1.58%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Return on Assets: 0.52%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
42 of 1024 Mid-Small & Community CUs have this signature | 57 nationally
→ Stable (46→42 CUs) -4 CUs YoY | Rank improving

Efficiency Drag

risk
#467 of 531 • Bottom 50.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 81.15%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.50% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -1.57%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 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 1024 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
30
Total Members
engagement
Value: 36,157
Peer Median: 13,128
#30 of 1024 Top 2.8% in 100M-500M tier
194
Net Worth Ratio
risk
Value: 14.68%
Peer Median: 11.71%
#194 of 1024 Top 18.8% in 100M-500M tier
232
Total Loans
balance_sheet
Value: $207.36M
Peer Median: $124.04M
#232 of 1024 Top 22.6% in 100M-500M tier

Top Weaknesses (4 metrics)

990
Average Member Relationship (AMR)
engagement
Value: $12,825
Peer Median: $23,006
#990 of 1024 Bottom 3.4% in 100M-500M tier
909
Loan-to-Member Ratio (LMR)
engagement
Value: $5,735
Peer Median: $9,434
#909 of 1024 Bottom 11.3% in 100M-500M tier
908
Net Charge-Off Rate
risk
Value: 0.92%
Peer Median: 0.34%
#908 of 1024 Bottom 11.4% in 100M-500M tier
850
Loan Growth Rate
growth
Value: -3.01%
Peer Median: 3.02%
#850 of 1024 Bottom 17.1% in 100M-500M tier
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