BlastPoint's Credit Union Scorecard

FORUM

Charter #68248 · IN

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 11 in IN
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FORUM has 4 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.54% above tier average
  • + Net Interest Margin 0.61% above tier average
  • + Total Members: Top 6.5% in tier
  • + First Mortgage Concentration (%): Top 8.2% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 17.8% in tier
  • - Indirect Auto Dependency: Bottom 63.4% in tier
  • - Indirect Auto Concentration (%): Bottom 3.9% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 165,080
+0.5% YoY+0.3% QoQ
+69.0K 96,048
-2.7% YoY
22,524
+2.8% YoY
33,913
+5.7% YoY
Top 6.9% in tier
Assets $2.3B
+3.7% YoY+1.4% QoQ
+$615.1M $1.7B
+0.4% YoY
$399.0M
+8.5% YoY
$578.3M
+9.0% YoY
79%
Loans $1.9B
+1.6% YoY+0.4% QoQ
+$686.4M $1.2B
+0.2% YoY
$281.9M
+8.4% YoY
$402.4M
+8.7% YoY
Top 11.4% in tier
Deposits $2.0B
+4.8% YoY+1.5% QoQ
+$492.7M $1.5B
+0.5% YoY
$336.4M
+8.1% YoY
$494.3M
+9.1% YoY
79%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.3%
+12.6% YoY+8.6% QoQ
+0.5% 0.7%
+27.6% YoY
0.6%
-3.4% YoY
0.4%
-39.2% YoY
Top 13.7% in tier
NIM 4.0%
+2.9% YoY+0.4% QoQ
+0.6% 3.4%
+6.2% YoY
3.7%
-1.2% YoY
3.8%
+4.1% YoY
Top 12.7% in tier
Efficiency Ratio 66.8%
+1.1% YoY+0.1% QoQ
-7.9% 74.6%
-3.0% YoY
86.7%
+4.4% YoY
84.6%
+2.8% YoY
17%
Delinquency Rate 0.3%
-15.4% YoY-20.6% QoQ
-0.4 0.8%
+6.9% YoY
1.1%
+11.5% YoY
1.2%
+3.4% YoY
19%
Loan To Share 97.0%
-3.0% YoY-1.0% QoQ
+13.8% 83.2%
-0.4% YoY
67.3%
+1.1% YoY
65.6%
-1.4% YoY
85%
AMR $23,373
+2.6% YoY+0.6% QoQ
$-6K $29,652
+2.3% YoY
$18,911
+5.2% YoY
$19,920
+1.6% YoY
22%
CD Concentration 35.1%
+2.7% YoY-5.6% QoQ
+6.3% 28.8% 18.9% 19.8% 78%
Indirect Auto % 51.5%
-2.1% YoY-0.3% QoQ
+33.4% 18.1% 10.4% 7.7% Bottom 3.4% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Indirect Auto Dependency

risk
#40 of 198 • Bottom 63.4% in tier

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

Why This Signature
Asset Growth (YoY): 3.66%
(Tier: 6.82%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 51.52%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 0.52%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Liquidity Strain

risk
#95 of 148 • Bottom 17.8% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.03%
(Tier: 84.20%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 1.59%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
148 of 384 Mid-Market CUs have this signature | 367 nationally
→ Stable (149→148 CUs) -1 CUs YoY | Rank worsening

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 306 peers in tier

Top Strengths (11 metrics)

21
Total Members
engagement
Value: 165,080
Peer Median: 85,918
#21 of 306 Top 6.5% in 1B-3B tier
26
First Mortgage Concentration (%)
balance_sheet
Value: 14.99%
Peer Median: 33.05%
#26 of 306 Top 8.2% in 1B-3B tier
35
Total Loans
balance_sheet
Value: $1.90B
Peer Median: $1.11B
#35 of 306 Top 11.1% in 1B-3B tier
39
Net Interest Margin (NIM)
profitability
Value: 3.96%
Peer Median: 3.37%
#39 of 306 Top 12.4% in 1B-3B tier
42
Return on Assets (ROA)
profitability
Value: 1.25%
Peer Median: 0.66%
#42 of 306 Top 13.4% in 1B-3B tier
47
Loan-to-Share Ratio
balance_sheet
Value: 97.03%
Peer Median: 85.31%
#47 of 306 Top 15.0% in 1B-3B tier
52
Efficiency Ratio
profitability
Value: 66.77%
Peer Median: 75.16%
#52 of 306 Top 16.7% in 1B-3B tier
59
Total Delinquency Rate (60+ days)
risk
Value: 0.33%
Peer Median: 0.63%
#59 of 306 Top 19.0% in 1B-3B tier
63
Total Assets
balance_sheet
Value: $2.34B
Peer Median: $1.51B
#63 of 306 Top 20.3% in 1B-3B tier
63
Total Deposits
balance_sheet
Value: $1.96B
Peer Median: $1.31B
#63 of 306 Top 20.3% in 1B-3B tier

Top Weaknesses (4 metrics)

295
Indirect Auto Concentration (%)
balance_sheet
Value: 51.52%
Peer Median: 13.86%
#295 of 306 Bottom 3.9% in 1B-3B tier
250
Share Certificate Concentration (%)
balance_sheet
Value: 35.12%
Peer Median: 27.93%
#250 of 306 Bottom 18.6% in 1B-3B tier
239
Average Member Relationship (AMR)
engagement
Value: $23,373
Peer Median: $28,178
#239 of 306 Bottom 22.2% in 1B-3B tier
238
Fee Income Per Member
profitability
Value: $150.12
Peer Median: $191.54
#238 of 306 Bottom 22.5% in 1B-3B tier
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