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SIERRA CENTRAL

Charter #68053 · CA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 37 in CA
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SIERRA CENTRAL has 2 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 59.5% in tier
  • + Net Interest Margin 0.10% above tier average

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 30.9% in tier
  • - Indirect Auto Dependency: Bottom 76.1% in tier
  • - Shrinking Wallet Share: Bottom 89.0% in tier
  • - ROA 0.11% below tier average
  • - Indirect Auto Concentration (%): Bottom 6.3% in tier
  • - Loan Growth Rate: Bottom 9.3% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 37 that size in California.
  • Shares and deposits +1.6% year over year ($1.34B in shares and deposits).
  • Membership: 86,319 members, +2.0% vs a year ago.
  • Delinquency rate 0.55%.
  • Return on assets 0.71%.
  • Efficiency ratio 67.56% vs a 73.02% peer average.
  • Loan-to-share ratio 74.51% vs a 84.71% 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 (CA) National Avg Tier Percentile
Members 86,319
+2.0% YoY-0.8% QoQ
-10.5K 96,861
-1.9% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
50%
Assets $1.5B
+2.2% YoY+0.5% QoQ
$-220.0M $1.7B
+0.4% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
49%
Loans $999.4M
-2.7% YoY-0.3% QoQ
$-234.9M $1.2B
+0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
38%
Deposits $1.3B
+1.6% YoY+0.1% QoQ
$-122.1M $1.5B
+0.5% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
53%

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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 0.7%
+117.8% YoY+55.9% QoQ
-0.1% 0.8%
+27.6% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
43%
NIM 3.5%
+5.0% YoY-0.5% QoQ
+0.1% 3.4%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
55%
Efficiency Ratio 67.6%
-4.1% YoY+0.7% QoQ
-5.5% 73.0%
-2.7% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
27%
Delinquency Rate 0.6%
+28.9% YoY+9.2% QoQ
-0.3 0.9%
+7.3% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
33%
Loan To Share 74.5%
-4.2% YoY-0.5% QoQ
-10.2% 84.7%
+0.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
20%
AMR $27,115
-2.3% YoY+0.7% QoQ
$-2K $29,575
+1.5% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
42%
CD Concentration 31.2%
-0.0% YoY-0.5% QoQ
+2.2% 29.1% 22.2% 20.0% 62%
Indirect Auto % 46.5%
-6.9% YoY-1.7% QoQ
+28.5% 18.1% 9.2% 7.7% Bottom 6.4% in tier

Signature Analysis

Strengths (1)

Emerging Performer

growth
#75 of 82 • Top 59.5% 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: 0.71%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 2.01%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | New qualifier

Concerns (3)

Indirect Auto Dependency

risk
#81 of 193 • Bottom 76.1% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 2.20%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 46.54%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.01%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#115 of 215 • Bottom 30.9% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#42 of 69 • Bottom 89.0% in tier

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

Why This Signature
AMR Growth (YoY): -2.26%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | Rank improving

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 300 peers in tier

Top Strengths (1 metrics)

63
First Mortgage Concentration (%)
balance_sheet
Value: 22.03%
Peer Median: 33.59%
#63 of 300 Top 20.7% in 1B-3B tier

Top Weaknesses (7 metrics)

282
Indirect Auto Concentration (%)
balance_sheet
Value: 46.54%
Peer Median: 14.26%
#282 of 300 Bottom 6.3% in 1B-3B tier
273
Loan Growth Rate
growth
Value: -2.71%
Peer Median: 5.71%
#273 of 300 Bottom 9.3% in 1B-3B tier
266
AMR Growth Rate
growth
Value: -2.26%
Peer Median: 3.19%
#266 of 300 Bottom 11.7% in 1B-3B tier
259
Net Charge-Off Rate
risk
Value: 1.00%
Peer Median: 0.52%
#259 of 300 Bottom 14.0% in 1B-3B tier
251
Fee Income Per Member
profitability
Value: $146.17
Peer Median: $204.73
#251 of 300 Bottom 16.7% in 1B-3B tier
241
Loan-to-Share Ratio
balance_sheet
Value: 74.51%
Peer Median: 87.07%
#241 of 300 Bottom 20.0% in 1B-3B tier
236
Deposit Growth Rate
growth
Value: 1.58%
Peer Median: 4.79%
#236 of 300 Bottom 21.7% in 1B-3B tier
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