BlastPoint's Credit Union Scorecard

SAFE

Charter #68366 · CA

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 8 in CA
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SAFE has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 47.1% in tier
  • + Strong member growth: 5.2% YoY
  • + Share Certificate Concentration (%): Top 9.2% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 33.3% in tier
  • - Flatlined Growth: Bottom 36.4% in tier
  • - Credit Quality Pressure: Bottom 54.8% in tier
  • - Indirect Auto Dependency: Bottom 96.4% in tier
  • - ROA 0.07% below tier average
  • - Efficiency ratio 5.86% above tier (higher cost structure)

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 245,905
+5.2% YoY+0.7% QoQ
+15.6K 230,353
-2.9% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
66%
Assets $4.4B
+1.9% YoY+0.6% QoQ
+$462.2M $3.9B
+0.3% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
71%
Loans $3.2B
+0.3% YoY+2.3% QoQ
+$215.7M $2.9B
-0.2% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
66%
Deposits $3.9B
+0.8% YoY+0.5% QoQ
+$635.8M $3.3B
-0.3% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
Top 11.8% 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 0.6%
+18.2% YoY+0.1% QoQ
-0.1% 0.7%
+16.8% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
38%
NIM 2.6%
+15.3% YoY+2.4% QoQ
-0.5% 3.1%
+9.8% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
18%
Efficiency Ratio 77.3%
-4.3% YoY+0.4% QoQ
+5.9% 71.4%
-1.4% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
78%
Delinquency Rate 0.5%
+27.3% YoY+27.4% QoQ
-0.3 0.9%
+5.8% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
40%
Loan To Share 79.8%
-0.5% YoY+1.8% QoQ
-9.1% 88.9%
-0.2% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
21%
AMR $28,863
-4.4% YoY+0.6% QoQ
$-820 $29,682
+1.5% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
50%
CD Concentration 19.5%
-6.1% YoY-1.2% QoQ
-9.5% 29.0% 21.7% 19.8% Bottom 12.5% in tier
Indirect Auto % 21.6%
-4.1% YoY+5.2% QoQ
+3.3% 18.3% 9.2% 7.8% 63%

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#117 of 247 • Top 47.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.24%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Return on Assets: 0.65%
(Tier: 0.69%, National: 0.67%)
but worse than tier avg
Indirect Auto %: 21.64%
(Tier: 18.31%, National: 7.78%)
but worse than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Concerns (4)

Shrinking Wallet Share

decline
#27 of 79 • 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): -4.42%
(Tier: 3.31%, National: 4.00%)
worse than tier avg
79 of 378 Mid-Market CUs have this signature | 303 nationally
↓ Shrinking -33 CUs YoY | Rank improving

Flatlined Growth

risk
#5 of 12 • Bottom 36.4% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 1.94%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Return on Assets: 0.65%
(Tier: 0.69%, National: 0.67%)
worse than tier avg
12 of 378 Mid-Market CUs have this signature | 59 nationally
→ No prior data (12 CUs now) | New qualifier

Credit Quality Pressure

risk
#116 of 211 • Bottom 54.8% 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: 0.06% points)
worse than tier avg
211 of 378 Mid-Market CUs have this signature | 969 nationally
↓ Shrinking -59 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#189 of 196 • Bottom 96.4% in tier

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

Why This Signature
Asset Growth (YoY): 1.94%
(Tier: 6.83%, National: 3.54%)
worse than tier avg
Indirect Auto %: 21.64%
(Tier: 18.31%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 5.24%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
196 of 378 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -11 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 76 peers in tier

Top Strengths (4 metrics)

8
Share Certificate Concentration (%)
balance_sheet
Value: 19.52%
Peer Median: -
#8 of 76 Top 9.2% in 3B-5B tier
9
Total Deposits
balance_sheet
Value: $3.95B
Peer Median: -
#9 of 76 Top 10.5% in 3B-5B tier
17
Fee Income Per Member
profitability
Value: $245.63
Peer Median: -
#17 of 76 Top 21.1% in 3B-5B tier
20
Net Charge-Off Rate
risk
Value: 0.30%
Peer Median: -
#20 of 76 Top 25.0% in 3B-5B tier

Top Weaknesses (8 metrics)

66
AMR Growth Rate
growth
Value: -4.42%
Peer Median: -
#66 of 76 Bottom 14.5% in 3B-5B tier
65
Deposit Growth Rate
growth
Value: 0.80%
Peer Median: -
#65 of 76 Bottom 15.8% in 3B-5B tier
65
First Mortgage Concentration (%)
balance_sheet
Value: 52.22%
Peer Median: -
#65 of 76 Bottom 15.8% in 3B-5B tier
63
Asset Growth Rate
growth
Value: 1.94%
Peer Median: -
#63 of 76 Bottom 18.4% in 3B-5B tier
62
Net Interest Margin (NIM)
profitability
Value: 2.64%
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
61
Loan Growth Rate
growth
Value: 0.34%
Peer Median: -
#61 of 76 Bottom 21.1% in 3B-5B tier
60
Efficiency Ratio
profitability
Value: 77.27%
Peer Median: -
#60 of 76 Bottom 22.4% in 3B-5B tier
60
Loan-to-Share Ratio
balance_sheet
Value: 79.84%
Peer Median: -
#60 of 76 Bottom 22.4% in 3B-5B tier
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