BlastPoint's Credit Union Scorecard

FORUM

Charter #68248 · IN

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 11 in IN
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FORUM has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 26.5% in tier
  • + Credit Quality Leader: Top 70.2% in tier
  • + Profitability Leader: Top 74.5% in tier
  • + ROA 0.41% above tier average
  • + Net Interest Margin 0.68% above tier average
  • + First Mortgage Concentration (%): Top 7.6% in tier
  • + Total Members: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 1.1% in tier
  • - Liquidity Strain: Bottom 17.9% in tier
  • - Credit Quality Pressure: Bottom 21.7% in tier
  • - Credit Risk Growth: Bottom 27.5% in tier
  • - Indirect Auto Concentration (%): Bottom 3.6% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 164,012
+0.8% YoY-0.0% QoQ
+65.3K 98,678
-1.9% YoY
22,637
+3.1% YoY
33,089
+6.1% YoY
Top 8.2% in tier
Assets $2.3B
+7.1% YoY+1.1% QoQ
+$550.8M $1.7B
+0.5% YoY
$383.9M
+8.8% YoY
$547.7M
+7.8% YoY
78%
Loans $1.9B
+2.0% YoY+0.2% QoQ
+$635.9M $1.2B
+0.5% YoY
$276.9M
+7.4% YoY
$388.7M
+8.6% YoY
Top 12.8% in tier
Deposits $1.9B
+8.9% YoY+0.7% QoQ
+$430.1M $1.5B
+1.3% YoY
$323.0M
+10.5% YoY
$464.6M
+9.3% YoY
76%

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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 1.1%
+1.0% YoY-1.8% QoQ
+0.4% 0.7%
+13.4% YoY
0.9%
+24.5% YoY
0.7%
+273.4% YoY
84%
NIM 3.9%
+0.5% YoY+1.9% QoQ
+0.7% 3.3%
+9.3% YoY
3.8%
+8.0% YoY
3.7%
+5.0% YoY
Top 13.2% in tier
Efficiency Ratio 67.1%
+0.2% YoY+0.8% QoQ
-6.9% 74.0%
-10.9% YoY
77.7%
-3.5% YoY
79.1%
-3.3% YoY
24%
Delinquency Rate 0.3%
+16.3% YoY-13.3% QoQ
-0.5 0.8%
+6.1% YoY
1.3%
+19.3% YoY
1.2%
-0.9% YoY
17%
Loan To Share 99.2%
-6.3% YoY-0.5% QoQ
+14.0% 85.2%
-0.8% YoY
69.6%
-2.1% YoY
68.0%
-1.7% YoY
83%
AMR $22,885
+4.4% YoY+0.5% QoQ
$-6K $29,172
+2.8% YoY
$18,326
+4.3% YoY
$19,418
+1.3% YoY
21%
CD Concentration 37.0%
+16.6% YoY+4.8% QoQ
+8.1% 29.0%
+0.7% YoY
19.0%
+9.9% YoY
19.6%
+6.2% YoY
83%
Indirect Auto % 52.0%
-1.3% YoY-0.9% QoQ
+33.3% 18.8%
-3.0% YoY
11.0%
-3.5% YoY
7.9%
-2.9% YoY
Top 3.2% in tier

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#193 of 246 • Top 26.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 0.85%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 1.11%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 52.04%
(Tier: 18.77%, National: 7.90%)
but worse than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank worsening

Credit Quality Leader

growth
#67 of 95 • Top 70.2% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.34%
(Tier: 0.83%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): 0.05% points
(Tier: 0.07% points, National: 0.07% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank worsening

Profitability Leader

growth
#71 of 95 • Top 74.5% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.11%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.01% points
(Tier: 0.07% points, National: 0.05% points)
but worse than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank worsening

Concerns (4)

Indirect Auto Dependency

risk
#8 of 202 • Bottom 1.1% in tier

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

Why This Signature
Asset Growth (YoY): 7.09%
(Tier: 5.36%, National: 3.04%)
but better than tier avg
Indirect Auto %: 52.04%
(Tier: 18.77%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 0.85%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
202 of 380 Mid-Market CUs have this signature | 768 nationally
↓ Shrinking -7 CUs YoY | Rank improving

Liquidity Strain

risk
#95 of 183 • Bottom 17.9% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 99.18%
(Tier: 86.32%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 2.00%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#167 of 217 • Bottom 21.7% 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: 0.07% points, National: 0.07% points)
but better than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | Rank improving

Credit Risk Growth

risk
#154 of 161 • Bottom 27.5% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 2.00%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
Delinquency Change (YoY): 0.05% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 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 304 peers in tier

Top Strengths (12 metrics)

24
First Mortgage Concentration (%)
balance_sheet
Value: 15.74%
Peer Avg: -
#24 of 304 Top 7.6% in 1B-3B tier
25
Total Members
engagement
Value: 164,012
Peer Avg: -
#25 of 304 Top 7.9% in 1B-3B tier
39
Total Loans
balance_sheet
Value: $1.87B
Peer Avg: -
#39 of 304 Top 12.5% in 1B-3B tier
40
Net Interest Margin (NIM)
profitability
Value: 3.94%
Peer Avg: -
#40 of 304 Top 12.8% in 1B-3B tier
50
Return on Assets (ROA)
profitability
Value: 1.11%
Peer Avg: -
#50 of 304 Top 16.1% in 1B-3B tier
51
Loan-to-Share Ratio
balance_sheet
Value: 99.18%
Peer Avg: -
#51 of 304 Top 16.4% in 1B-3B tier
53
Total Delinquency Rate (60+ days)
risk
Value: 0.34%
Peer Avg: -
#53 of 304 Top 17.1% in 1B-3B tier
57
Deposit Growth Rate
growth
Value: 8.85%
Peer Avg: -
#57 of 304 Top 18.4% in 1B-3B tier
67
Total Assets
balance_sheet
Value: $2.27B
Peer Avg: -
#67 of 304 Top 21.7% in 1B-3B tier
72
Total Deposits
balance_sheet
Value: $1.88B
Peer Avg: -
#72 of 304 Top 23.4% in 1B-3B tier

Top Weaknesses (4 metrics)

294
Indirect Auto Concentration (%)
balance_sheet
Value: 52.04%
Peer Avg: -
#294 of 304 Bottom 3.6% in 1B-3B tier
262
Share Certificate Concentration (%)
balance_sheet
Value: 37.02%
Peer Avg: -
#262 of 304 Bottom 14.1% in 1B-3B tier
252
Fee Income Per Member
profitability
Value: $144.49
Peer Avg: -
#252 of 304 Bottom 17.4% in 1B-3B tier
241
Average Member Relationship (AMR)
engagement
Value: $22,885
Peer Avg: -
#241 of 304 Bottom 21.1% in 1B-3B tier
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