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BlastPoint's Credit Union Scorecard

FORUM

Charter #68248 · IN

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in IN
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FORUM has 5 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.39% above tier average
  • + Net Interest Margin 0.66% above tier average
  • + Total Members: Top 6.7% in tier
  • + First Mortgage Concentration (%): Top 8.0% in tier
  • + Total Loans: Top 9.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 14.4% in tier
  • - Indirect Auto Dependency: Bottom 70.2% in tier
  • - Indirect Auto Concentration (%): Bottom 4.0% 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 10 that size in Indiana.
  • Shares and deposits +3.6% year over year ($1.94B in shares and deposits).
  • Membership: 166,087 members, +1.3% vs a year ago.
  • Delinquency rate 0.31%.
  • Return on assets 1.21%.
  • Efficiency ratio 67.23% vs a 73.02% peer average.
  • Loan-to-share ratio 100.23% 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 (IN) National Avg Tier Percentile
Members 166,087
+1.3% YoY+0.6% QoQ
+69.2K 96,861
-1.9% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
Top 7.0% in tier
Assets $2.3B
+3.0% YoY-0.9% QoQ
+$590.4M $1.7B
+0.4% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
79%
Loans $1.9B
+4.1% YoY+2.2% QoQ
+$707.4M $1.2B
+0.7% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
Top 10.0% in tier
Deposits $1.9B
+3.6% YoY-1.1% QoQ
+$473.8M $1.5B
+0.5% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
78%

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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 1.2%
+6.5% YoY-3.8% QoQ
+0.4% 0.8%
+27.6% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
81%
NIM 4.1%
+5.4% YoY+3.0% QoQ
+0.7% 3.4%
+6.6% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
Top 11.0% in tier
Efficiency Ratio 67.2%
+1.0% YoY+0.7% QoQ
-5.8% 73.0%
-2.7% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
24%
Delinquency Rate 0.3%
-20.8% YoY-5.7% QoQ
-0.5 0.9%
+7.3% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
Top 11.7% in tier
Loan To Share 100.2%
+0.5% YoY+3.3% QoQ
+15.5% 84.7%
+0.1% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
Top 12.3% in tier
AMR $23,354
+2.5% YoY-0.1% QoQ
$-6K $29,575
+1.5% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
20%
CD Concentration 35.3%
-0.0% YoY+0.6% QoQ
+6.2% 29.1% 19.4% 20.0% 77%
Indirect Auto % 51.7%
-1.5% YoY+0.4% QoQ
+33.6% 18.1% 11.1% 7.7% Bottom 3.5% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Indirect Auto Dependency

risk
#52 of 193 • Bottom 70.2% in tier

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

Why This Signature
Asset Growth (YoY): 3.03%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 51.72%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 1.26%
(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

Liquidity Strain

risk
#73 of 168 • Bottom 14.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 100.23%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 4.10%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 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 (11 metrics)

21
Total Members
engagement
Value: 166,087
Peer Median: 86,516
#21 of 300 Top 6.7% in 1B-3B tier
25
First Mortgage Concentration (%)
balance_sheet
Value: 14.55%
Peer Median: 33.59%
#25 of 300 Top 8.0% in 1B-3B tier
30
Total Loans
balance_sheet
Value: $1.94B
Peer Median: $1.14B
#30 of 300 Top 9.7% in 1B-3B tier
33
Net Interest Margin (NIM)
profitability
Value: 4.08%
Peer Median: 3.46%
#33 of 300 Top 10.7% in 1B-3B tier
36
Total Delinquency Rate (60+ days)
risk
Value: 0.31%
Peer Median: 0.70%
#36 of 300 Top 11.7% in 1B-3B tier
37
Loan-to-Share Ratio
balance_sheet
Value: 100.23%
Peer Median: 87.07%
#37 of 300 Top 12.0% in 1B-3B tier
56
Return on Assets (ROA)
profitability
Value: 1.21%
Peer Median: 0.77%
#56 of 300 Top 18.3% in 1B-3B tier
62
Net Worth Ratio
risk
Value: 13.27%
Peer Median: 10.91%
#62 of 300 Top 20.3% in 1B-3B tier
62
Total Assets
balance_sheet
Value: $2.31B
Peer Median: $1.51B
#62 of 300 Top 20.3% in 1B-3B tier
65
Total Deposits
balance_sheet
Value: $1.94B
Peer Median: $1.30B
#65 of 300 Top 21.3% in 1B-3B tier

Top Weaknesses (4 metrics)

289
Indirect Auto Concentration (%)
balance_sheet
Value: 51.72%
Peer Median: 14.26%
#289 of 300 Bottom 4.0% in 1B-3B tier
245
Fee Income Per Member
profitability
Value: $152.42
Peer Median: $204.73
#245 of 300 Bottom 18.7% in 1B-3B tier
241
Share Certificate Concentration (%)
balance_sheet
Value: 35.31%
Peer Median: 28.24%
#241 of 300 Bottom 20.0% in 1B-3B tier
239
Average Member Relationship (AMR)
engagement
Value: $23,354
Peer Median: $28,089
#239 of 300 Bottom 20.7% in 1B-3B tier
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