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BlastPoint's Credit Union Scorecard

BEACON FINANCIAL

Charter #67776 · TN

<100M
2437 CUs in <100M nationally 84 in TN

BEACON FINANCIAL has 2 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Fee Income Per Member: Top 2.2% in tier
  • + Loan-to-Member Ratio (LMR): Top 6.8% in tier

Key Concerns

Areas that may need attention

  • - ROA 1.45% below tier average
  • - Efficiency ratio 8.62% above tier (higher cost structure)
  • - Asset Growth Rate: Bottom 2.9% in tier
  • - Net Worth Ratio: Bottom 3.6% in tier
  • - Deposit Growth Rate: Bottom 6.7% in tier
  • - First Mortgage Concentration (%): Bottom 6.9% 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 2,437 credit unions with under $100M in assets nationally, and 1 of 84 that size in Tennessee.
  • Shares and deposits -10.3% year over year ($26.0M in shares and deposits).
  • Membership: 2,163 members, -1.9% vs a year ago.
  • Delinquency rate 1.39%.
  • Return on assets 0.04%.
  • Efficiency ratio 97.38% vs a 88.77% peer average.
  • Loan-to-share ratio 88.99% vs a 58.89% 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 (TN) National Avg Tier Percentile
Members 2,163
-1.9% YoY-0.3% QoQ
-422 2,585
-1.7% YoY
22,058
+4.8% YoY
34,678
+6.6% YoY
55%
Assets $27.9M
-13.1% YoY-1.5% QoQ
$-2.4M $30.3M
+1.5% YoY
$390.3M
+9.5% YoY
$593.1M
+10.2% YoY
57%
Loans $23.2M
-7.8% YoY-0.8% QoQ
+$7.7M $15.5M
-1.7% YoY
$289.3M
+8.5% YoY
$418.6M
+10.1% YoY
75%
Deposits $26.0M
-10.3% YoY-1.2% QoQ
+$232K $25.8M
+1.1% YoY
$326.4M
+8.9% YoY
$504.8M
+10.3% YoY
60%

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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 0.0%
-134.1% QoQ
-1.5% 1.5%
+241.5% YoY
1.1%
+46.9% YoY
1.2%
+121.4% YoY
Bottom 2.7% in tier
NIM 3.8%
+6.2% YoY+4.0% QoQ
-0.1% 3.9%
+0.9% YoY
3.9%
+2.1% YoY
3.8%
+2.3% YoY
47%
Efficiency Ratio 97.4%
-4.5% YoY-2.2% QoQ
+8.6% 88.8%
-6.9% YoY
78.9%
+2.6% YoY
83.0%
-5.3% YoY
84%
Delinquency Rate 1.4%
+682.9% YoY+92.5% QoQ
-0.2 1.5%
+2.1% YoY
1.1%
-1.7% YoY
1.3%
+2.6% YoY
70%
Loan To Share 89.0%
+2.8% YoY+0.4% QoQ
+30.1% 58.9%
-3.1% YoY
68.7%
-1.7% YoY
66.4%
-1.4% YoY
Top 10.2% in tier
AMR $22,747
-7.3% YoY-0.7% QoQ
+$8K $14,963
-6.8% YoY
$19,228
+3.5% YoY
$20,028
-0.9% YoY
Top 13.7% in tier
CD Concentration 19.4%
-28.1% YoY-1.0% QoQ
-5.1% 24.6% 22.4% 20.0% 50%
Indirect Auto % 0.0%
-46.8% YoY
-13.6% 13.6% 6.8% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2437 peers in tier

Top Strengths (5 metrics)

54
Fee Income Per Member
profitability
Value: $281.56
Peer Median: $63.89
#54 of 2437 Top 2.2% in <100M tier
166
Loan-to-Member Ratio (LMR)
engagement
Value: $10,711
Peer Median: $4,937
#166 of 2437 Top 6.8% in <100M tier
246
Loan-to-Share Ratio
balance_sheet
Value: 88.99%
Peer Median: 58.67%
#246 of 2437 Top 10.1% in <100M tier
333
Average Member Relationship (AMR)
engagement
Value: $22,747
Peer Median: $13,967
#333 of 2437 Top 13.6% in <100M tier
601
Total Loans
balance_sheet
Value: $23.17M
Peer Median: $9.49M
#601 of 2437 Top 24.6% in <100M tier

Top Weaknesses (10 metrics)

2372
Return on Assets (ROA)
profitability
Value: 0.04%
Peer Median: 0.81%
#2372 of 2437 Bottom 2.7% in <100M tier
2367
Asset Growth Rate
growth
Value: -13.09%
Peer Median: 1.25%
#2367 of 2437 Bottom 2.9% in <100M tier
2351
Net Worth Ratio
risk
Value: 7.70%
Peer Median: 14.28%
#2351 of 2437 Bottom 3.6% in <100M tier
2275
Deposit Growth Rate
growth
Value: -10.28%
Peer Median: 0.92%
#2275 of 2437 Bottom 6.7% in <100M tier
2271
First Mortgage Concentration (%)
balance_sheet
Value: 53.03%
Peer Median: 3.59%
#2271 of 2437 Bottom 6.9% in <100M tier
2158
AMR Growth Rate
growth
Value: -7.33%
Peer Median: 1.04%
#2158 of 2437 Bottom 11.5% in <100M tier
2054
Indirect Auto Concentration (%)
balance_sheet
Value: 0.04%
Peer Median: 0.00%
#2054 of 2437 Bottom 15.8% in <100M tier
2048
Efficiency Ratio
profitability
Value: 97.38%
Peer Median: 80.65%
#2048 of 2437 Bottom 16.0% in <100M tier
2002
Net Charge-Off Rate
risk
Value: 0.81%
Peer Median: 0.18%
#2002 of 2437 Bottom 17.9% in <100M tier
1834
Members Per Employee (MPE)
engagement
Value: 240.333
Peer Median: 328.333
#1834 of 2437 Bottom 24.8% in <100M tier
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