BlastPoint's Credit Union Scorecard

LUSO-AMERICAN

Charter #67890 · MA

1069 CUs in 100M-500M nationally 32 in MA

LUSO-AMERICAN has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 56.6% in tier
  • + Organic Growth Leader: Top 63.1% in tier
  • + Emerging Performer: Top 86.2% in tier
  • + ROA 0.03% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Net Charge-Off Rate: Top 4.8% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 13.2% in tier
  • - Shrinking Wallet Share: Bottom 33.3% in tier
  • - Deposit Outflow: Bottom 86.8% in tier
  • - Cost Spiral: Bottom 91.1% in tier
  • - Margin Compression: Bottom 95.1% in tier
  • - Efficiency ratio 1.43% above tier (higher cost structure)
  • - Fee Income Per Member: Bottom 1.1% in tier
  • - AMR Growth Rate: Bottom 5.4% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 9,270
+1.9% YoY+0.5% QoQ
-6.2K 15,437
-2.9% YoY
27,118
+2.4% YoY
33,374
+5.7% YoY
25%
Assets $123.4M
-0.6% YoY-0.9% QoQ
$-108.5M $231.9M
+1.3% YoY
$450.6M
+5.5% YoY
$561.6M
+9.7% YoY
16%
Loans $77.7M
-2.9% YoY-1.0% QoQ
$-69.6M $147.3M
-0.1% YoY
$346.1M
+3.6% YoY
$397.0M
+8.8% YoY
21%
Deposits $103.3M
-1.5% YoY-1.0% QoQ
$-97.5M $200.8M
+0.8% YoY
$377.7M
+7.2% YoY
$477.3M
+9.7% YoY
Bottom 12.8% 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 0.8%
-17.2% YoY-9.7% QoQ
+0.0% 0.8%
+18.2% YoY
0.6%
+6.8% YoY
0.7%
+15.9% YoY
53%
NIM 3.5%
-6.5% YoY+0.6% QoQ
-0.1% 3.6%
+6.7% YoY
3.3%
+4.1% YoY
3.8%
+5.1% YoY
45%
Efficiency Ratio 78.4%
+8.7% YoY+3.1% QoQ
+1.4% 77.0%
-3.1% YoY
81.2%
-12.2% YoY
79.7%
-3.3% YoY
54%
Delinquency Rate 0.7%
+865.2% YoY+229.7% QoQ
-0.2 0.9%
+4.2% YoY
0.9%
+13.0% YoY
1.3%
-2.1% YoY
47%
Loan To Share 75.2%
-1.4% YoY+0.0% QoQ
+3.0% 72.2%
-1.1% YoY
73.5%
-2.0% YoY
67.4%
-1.7% YoY
53%
AMR $19,526
-4.0% YoY-1.4% QoQ
$-5K $24,676
+3.4% YoY
$25,262
+4.8% YoY
$19,687
+2.0% YoY
31%
CD Concentration 27.8%
-4.2% YoY-0.5% QoQ
+3.4% 24.4% 25.0% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.4% 7.8% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#337 of 595 • Top 56.6% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.92%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 0.79%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
595 of 1069 Mid-Small & Community CUs have this signature | 913 nationally
→ No prior data (595 CUs now) | New qualifier

Organic Growth Leader

growth
#269 of 426 • Top 63.1% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.92%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
426 of 1069 Mid-Small & Community CUs have this signature | 609 nationally
→ No prior data (426 CUs now) | New qualifier

Emerging Performer

growth
#157 of 182 • Top 86.2% 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: 0.75%, National: 0.67%)
better than tier avg
Member Growth (YoY): 1.92%
(Tier: 0.69%, National: 4.32%)
better than tier avg
182 of 1069 Mid-Small & Community CUs have this signature | 282 nationally
→ No prior data (182 CUs now) | New qualifier

Concerns (5)

Credit Quality Pressure

risk
#94 of 705 • Bottom 13.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.60% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#70 of 208 • Bottom 33.3% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.98%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 1069 Mid-Small & Community CUs have this signature | 303 nationally
↓ Shrinking -190 CUs YoY | Rank improving

Deposit Outflow

decline
#60 of 69 • Bottom 86.8% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -1.54%
(Tier: 5.05%, National: 13.79%)
worse than tier avg
Member Growth (YoY): 1.92%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
69 of 1069 Mid-Small & Community CUs have this signature | 91 nationally
→ No prior data (69 CUs now) | New qualifier

Cost Spiral

risk
#42 of 46 • Bottom 91.1% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 6.26% points
(Tier: -2.44% points, National: -1.81% points)
worse than tier avg
Efficiency Ratio (Prior Year): 58.58%
(Tier: 60.04%, National: 63.66%)
but better than tier avg
46 of 1069 Mid-Small & Community CUs have this signature | 58 nationally
↓ Shrinking -30 CUs YoY | Rank improving

Margin Compression

decline
#117 of 123 • Bottom 95.1% 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: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 0.95%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.16% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 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 1069 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 1069 Top 0.0% in 100M-500M tier
52
Net Charge-Off Rate
risk
Value: 0.03%
Peer Median: -
#52 of 1069 Top 4.8% in 100M-500M tier
123
Net Worth Ratio
risk
Value: 15.93%
Peer Median: -
#123 of 1069 Top 11.4% in 100M-500M tier
138
Members Per Employee (MPE)
engagement
Value: 441.429
Peer Median: -
#138 of 1069 Top 12.8% in 100M-500M tier

Top Weaknesses (9 metrics)

1058
Fee Income Per Member
profitability
Value: $30.96
Peer Median: -
#1058 of 1069 Bottom 1.1% in 100M-500M tier
1012
AMR Growth Rate
growth
Value: -3.98%
Peer Median: -
#1012 of 1069 Bottom 5.4% in 100M-500M tier
960
Deposit Growth Rate
growth
Value: -1.54%
Peer Median: -
#960 of 1069 Bottom 10.3% in 100M-500M tier
938
Asset Growth Rate
growth
Value: -0.60%
Peer Median: -
#938 of 1069 Bottom 12.3% in 100M-500M tier
932
Total Deposits
balance_sheet
Value: $103.30M
Peer Median: -
#932 of 1069 Bottom 12.9% in 100M-500M tier
903
Total Assets
balance_sheet
Value: $123.35M
Peer Median: -
#903 of 1069 Bottom 15.6% in 100M-500M tier
867
Loan Growth Rate
growth
Value: -2.92%
Peer Median: -
#867 of 1069 Bottom 19.0% in 100M-500M tier
847
Total Loans
balance_sheet
Value: $77.70M
Peer Median: -
#847 of 1069 Bottom 20.9% in 100M-500M tier
806
First Mortgage Concentration (%)
balance_sheet
Value: 42.16%
Peer Median: -
#806 of 1069 Bottom 24.7% in 100M-500M tier
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