BlastPoint's Credit Union Scorecard

THE SOUTHERN

Charter #68638 · GA

Community 500M-750M
165 CUs in 500M-750M nationally 4 in GA
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THE SOUTHERN has 2 strengths but faces 11 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Total Delinquency Rate (60+ days): Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 41.8% in tier
  • - Institutional Decline: Bottom 49.0% in tier
  • - Efficiency Drag: Bottom 52.9% in tier
  • - Stagnation Risk: Bottom 54.6% in tier
  • - Credit Quality Pressure: Bottom 75.8% in tier
  • - ROA 0.18% below tier average
  • - Efficiency ratio 8.78% above tier (higher cost structure)
  • - Member decline: -3.3% YoY
  • - Total Loans: Bottom 3.0% in tier
  • - Loan-to-Share Ratio: Bottom 3.6% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 5.5% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (GA) National Avg Tier Percentile
Members 30,153
-3.3% YoY-0.9% QoQ
-8.4K 38,575
-4.8% YoY
30,943
+6.6% YoY
33,374
+5.7% YoY
19%
Assets $555.2M
+4.0% YoY+0.9% QoQ
$-66.5M $621.7M
+0.1% YoY
$501.1M
+9.5% YoY
$561.6M
+9.7% YoY
23%
Loans $215.2M
-1.1% YoY+0.5% QoQ
$-214.6M $429.8M
-1.8% YoY
$341.6M
+10.9% YoY
$397.0M
+8.8% YoY
Bottom 2.4% in tier
Deposits $492.7M
+2.3% YoY+1.0% QoQ
$-46.0M $538.7M
+0.6% YoY
$429.0M
+7.8% YoY
$477.3M
+9.7% YoY
28%

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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 0.5%
-31.4% YoY-9.3% QoQ
-0.2% 0.7%
+42.9% YoY
0.9%
+34.6% YoY
0.7%
+15.9% YoY
39%
NIM 2.9%
+1.5% YoY+0.1% QoQ
-0.5% 3.4%
+8.0% YoY
4.1%
+4.4% YoY
3.8%
+5.1% YoY
19%
Efficiency Ratio 86.3%
+7.0% YoY+0.3% QoQ
+8.8% 77.5%
-4.1% YoY
77.1%
-0.1% YoY
79.7%
-3.3% YoY
83%
Delinquency Rate 0.2%
+87.5% YoY+86.7% QoQ
-0.6 0.8%
-1.1% YoY
1.2%
-6.4% YoY
1.3%
-2.1% YoY
Bottom 5.5% in tier
Loan To Share 43.7%
-3.3% YoY-0.4% QoQ
-36.2% 79.8%
-2.3% YoY
72.9%
+1.7% YoY
67.4%
-1.7% YoY
Bottom 3.0% in tier
AMR $23,477
+4.6% YoY+1.7% QoQ
$-3K $26,849
+2.7% YoY
$17,497
+5.6% YoY
$19,687
+2.0% YoY
38%
CD Concentration 17.3%
+10.0% YoY+0.8% QoQ
-7.2% 24.4% 20.5% 19.8% 25%
Indirect Auto % 0.0% -13.8% 13.8% 4.4% 7.8% Bottom 0.0% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Membership Headwinds

decline
#232 of 554 • Bottom 41.8% in tier

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

Why This Signature
Member Growth (YoY): -3.28%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Institutional Decline

decline
#118 of 240 • Bottom 49.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $555.20M
(Tier: $334.15M, National: $561.61M)
but better than tier avg
Member Growth (YoY): -3.28%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -1.13%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
240 of 282 Community CUs have this signature | 277 nationally
→ No prior data (240 CUs now) | New qualifier

Efficiency Drag

risk
#285 of 538 • Bottom 52.9% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 86.29%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.22% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): -3.28%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
633 nationally
↓ Shrinking -98 CUs YoY | Rank improving

Stagnation Risk

risk
#303 of 554 • Bottom 54.6% 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): -3.28%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -1.13%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 0.20%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Credit Quality Pressure

risk
#535 of 705 • Bottom 75.8% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.09% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
969 nationally
↓ Shrinking -150 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 165 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 165 Top 0.0% in 500M-750M tier
10
Total Delinquency Rate (60+ days)
risk
Value: 0.20%
Peer Median: -
#10 of 165 Top 5.5% in 500M-750M tier
19
Share Certificate Concentration (%)
balance_sheet
Value: 17.26%
Peer Median: -
#19 of 165 Top 10.9% in 500M-750M tier
23
Net Charge-Off Rate
risk
Value: 0.15%
Peer Median: -
#23 of 165 Top 13.3% in 500M-750M tier
32
Members Per Employee (MPE)
engagement
Value: 386.577
Peer Median: -
#32 of 165 Top 18.8% in 500M-750M tier

Top Weaknesses (9 metrics)

161
Total Loans
balance_sheet
Value: $215.23M
Peer Median: -
#161 of 165 Bottom 3.0% in 500M-750M tier
160
Loan-to-Share Ratio
balance_sheet
Value: 43.69%
Peer Median: -
#160 of 165 Bottom 3.6% in 500M-750M tier
157
Loan-to-Member Ratio (LMR)
engagement
Value: $7,138
Peer Median: -
#157 of 165 Bottom 5.5% in 500M-750M tier
140
Member Growth Rate
growth
Value: -3.28%
Peer Median: -
#140 of 165 Bottom 15.8% in 500M-750M tier
138
Efficiency Ratio
profitability
Value: 86.29%
Peer Median: -
#138 of 165 Bottom 17.0% in 500M-750M tier
134
Net Interest Margin (NIM)
profitability
Value: 2.94%
Peer Median: -
#134 of 165 Bottom 19.4% in 500M-750M tier
133
Total Members
engagement
Value: 30,153
Peer Median: -
#133 of 165 Bottom 20.0% in 500M-750M tier
132
Loan Growth Rate
growth
Value: -1.13%
Peer Median: -
#132 of 165 Bottom 20.6% in 500M-750M tier
127
Total Assets
balance_sheet
Value: $555.20M
Peer Median: -
#127 of 165 Bottom 23.6% in 500M-750M tier
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