BlastPoint's Credit Union Scorecard

LBS FINANCIAL

Charter #68460 · CA

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 39 in CA
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LBS FINANCIAL has 3 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 18.4% in tier
  • + ROA 0.14% above tier average
  • + Members Per Employee (MPE): Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 78.9% in tier
  • - Stagnation Risk: Bottom 78.9% in tier
  • - Indirect Auto Concentration (%): Bottom 2.0% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 6.2% in tier
  • - Fee Income Per Member: Bottom 6.9% in tier
  • - Loan-to-Share Ratio: Bottom 9.8% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 138,472
-0.9% YoY+0.6% QoQ
+42.4K 96,048
-2.7% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
84%
Assets $2.2B
+5.0% YoY+0.9% QoQ
+$471.5M $1.7B
+0.4% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
76%
Loans $1.2B
+8.2% YoY+1.1% QoQ
$-59.5M $1.2B
+0.2% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
55%
Deposits $1.9B
+4.9% YoY+2.0% QoQ
+$432.0M $1.5B
+0.5% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
77%

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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 0.9%
+142.0% YoY+49.2% QoQ
+0.1% 0.7%
+27.6% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
66%
NIM 2.8%
+24.8% YoY+11.4% QoQ
-0.6% 3.4%
+6.2% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
Bottom 15.0% in tier
Efficiency Ratio 63.2%
-12.7% YoY-5.4% QoQ
-11.4% 74.6%
-3.0% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
Top 10.8% in tier
Delinquency Rate 0.4%
-9.8% YoY-41.1% QoQ
-0.4 0.8%
+6.9% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
22%
Loan To Share 60.8%
+3.1% YoY-0.8% QoQ
-22.4% 83.2%
-0.4% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
Bottom 9.5% in tier
AMR $22,039
+7.1% YoY+1.0% QoQ
$-8K $29,652
+2.3% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
Bottom 13.1% in tier
CD Concentration 39.0%
+7.7% YoY+0.3% QoQ
+10.1% 28.8% 21.6% 19.8% Top 12.3% in tier
Indirect Auto % 53.9%
-2.5% YoY+0.1% QoQ
+35.9% 18.1% 9.0% 7.7% Bottom 1.8% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#70 of 125 • Top 18.4% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 7.12%
(Tier: 3.34%, National: 6.36%)
better than tier avg
125 of 384 Mid-Market CUs have this signature | 637 nationally
↑ Growing +31 CUs YoY | New qualifier

Concerns (3)

Indirect Auto Dependency

risk
#17 of 198 • Bottom 50.0% in tier

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

Why This Signature
Asset Growth (YoY): 4.99%
(Tier: 6.82%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 53.94%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): -0.90%
(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

Membership Headwinds

decline
#81 of 91 • Bottom 78.9% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.90%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
91 of 384 Mid-Market CUs have this signature | 676 nationally
→ No prior data (91 CUs now) | New qualifier

Stagnation Risk

risk
#87 of 91 • Bottom 78.9% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.90%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 8.23%
(Tier: 6.71%, National: 1.74%)
but better than tier avg
Delinquency Rate: 0.36%
(Tier: 0.75%, National: 1.19%)
but better than tier avg
91 of 384 Mid-Market CUs have this signature | 676 nationally
→ No prior data (91 CUs now) | New qualifier

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 (8 metrics)

12
Members Per Employee (MPE)
engagement
Value: 536.713
Peer Median: 345.077
#12 of 306 Top 3.6% in 1B-3B tier
34
Efficiency Ratio
profitability
Value: 63.24%
Peer Median: 75.16%
#34 of 306 Top 10.8% in 1B-3B tier
49
Total Members
engagement
Value: 138,472
Peer Median: 85,918
#49 of 306 Top 15.7% in 1B-3B tier
59
AMR Growth Rate
growth
Value: 7.12%
Peer Median: 3.15%
#59 of 306 Top 19.0% in 1B-3B tier
59
Net Worth Ratio
risk
Value: 13.15%
Peer Median: 10.85%
#59 of 306 Top 19.0% in 1B-3B tier
70
Total Delinquency Rate (60+ days)
risk
Value: 0.36%
Peer Median: 0.63%
#70 of 306 Top 22.5% in 1B-3B tier
70
Total Deposits
balance_sheet
Value: $1.90B
Peer Median: $1.31B
#70 of 306 Top 22.5% in 1B-3B tier
73
Total Assets
balance_sheet
Value: $2.19B
Peer Median: $1.51B
#73 of 306 Top 23.5% in 1B-3B tier

Top Weaknesses (9 metrics)

301
Indirect Auto Concentration (%)
balance_sheet
Value: 53.94%
Peer Median: 13.86%
#301 of 306 Bottom 2.0% in 1B-3B tier
288
Loan-to-Member Ratio (LMR)
engagement
Value: $8,335
Peer Median: $12,733
#288 of 306 Bottom 6.2% in 1B-3B tier
286
Fee Income Per Member
profitability
Value: $98.88
Peer Median: $191.54
#286 of 306 Bottom 6.9% in 1B-3B tier
277
Loan-to-Share Ratio
balance_sheet
Value: 60.83%
Peer Median: 85.31%
#277 of 306 Bottom 9.8% in 1B-3B tier
276
Share Certificate Concentration (%)
balance_sheet
Value: 38.97%
Peer Median: 27.93%
#276 of 306 Bottom 10.1% in 1B-3B tier
266
Average Member Relationship (AMR)
engagement
Value: $22,039
Peer Median: $28,178
#266 of 306 Bottom 13.4% in 1B-3B tier
260
Net Interest Margin (NIM)
profitability
Value: 2.79%
Peer Median: 3.37%
#260 of 306 Bottom 15.4% in 1B-3B tier
247
Net Charge-Off Rate
risk
Value: 0.84%
Peer Median: 0.51%
#247 of 306 Bottom 19.6% in 1B-3B tier
235
Member Growth Rate
growth
Value: -0.90%
Peer Median: 2.03%
#235 of 306 Bottom 23.5% in 1B-3B tier
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