BlastPoint's Credit Union Scorecard

SMW FINANCIAL

Charter #68676 · MN

2556 CUs in <100M nationally 38 in MN

SMW FINANCIAL has 5 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Deposits: Top 2.5% in tier
  • + Total Assets: Top 3.7% in tier
  • + Total Loans: Top 4.3% in tier
  • + Average Member Relationship (AMR): Top 5.0% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.7% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.15% below tier average
  • - Efficiency ratio 5.66% above tier (higher cost structure)

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MN) National Avg Tier Percentile
Members 4,609
-1.8% YoY-1.2% QoQ
+2.0K 2,615
-1.9% YoY
26,823
+5.6% YoY
33,374
+5.7% YoY
84%
Assets $90.8M
+0.3% YoY+1.0% QoQ
+$60.7M $30.1M
+2.1% YoY
$530.2M
+9.2% YoY
$561.6M
+9.7% YoY
Top 3.7% in tier
Loans $52.2M
-3.7% YoY-2.4% QoQ
+$36.5M $15.8M
-1.3% YoY
$377.5M
+9.0% YoY
$397.0M
+8.8% YoY
Top 4.3% in tier
Deposits $81.0M
-0.8% YoY+1.0% QoQ
+$55.3M $25.7M
+1.4% YoY
$437.6M
+9.7% YoY
$477.3M
+9.7% YoY
Top 2.5% 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 0.5%
+105.3% YoY-5.5% QoQ
-0.2% 0.6%
+10.8% YoY
1.0%
-42.4% YoY
0.7%
+15.9% YoY
38%
NIM 3.2%
+9.4% YoY-0.3% QoQ
-0.8% 4.0%
+4.0% YoY
3.7%
+8.9% YoY
3.8%
+5.1% YoY
24%
Efficiency Ratio 88.2%
-6.1% YoY+0.5% QoQ
+5.7% 82.6%
-2.3% YoY
75.5%
-2.5% YoY
79.7%
-3.3% YoY
71%
Delinquency Rate 0.2%
+235.3% YoY+10.6% QoQ
-1.3 1.6%
-3.1% YoY
0.9%
+7.2% YoY
1.3%
-2.1% YoY
27%
Loan To Share 64.5%
-3.0% YoY-3.4% QoQ
+3.9% 60.6%
-3.1% YoY
75.7%
-1.2% YoY
67.4%
-1.7% YoY
55%
AMR $28,913
-0.1% YoY+0.8% QoQ
+$14K $14,783
-1.4% YoY
$23,721
+5.3% YoY
$19,687
+2.0% YoY
Top 5.0% in tier
CD Concentration 24.3%
-9.0% YoY-5.5% QoQ
-0.1% 24.4% 22.0% 19.8% 50%
Indirect Auto % 7.9%
-26.2% YoY-10.6% QoQ
-5.8% 13.8% 6.5% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2556 peers in tier

Top Strengths (7 metrics)

64
Total Deposits
balance_sheet
Value: $81.01M
Peer Median: -
#64 of 2556 Top 2.5% in <100M tier
95
Total Assets
balance_sheet
Value: $90.80M
Peer Median: -
#95 of 2556 Top 3.7% in <100M tier
110
Total Loans
balance_sheet
Value: $52.25M
Peer Median: -
#110 of 2556 Top 4.3% in <100M tier
128
Average Member Relationship (AMR)
engagement
Value: $28,913
Peer Median: -
#128 of 2556 Top 5.0% in <100M tier
147
Loan-to-Member Ratio (LMR)
engagement
Value: $11,336
Peer Median: -
#147 of 2556 Top 5.7% in <100M tier
293
Fee Income Per Member
profitability
Value: $163.59
Peer Median: -
#293 of 2556 Top 11.4% in <100M tier
420
Total Members
engagement
Value: 4,609
Peer Median: -
#420 of 2556 Top 16.4% in <100M tier

Top Weaknesses (4 metrics)

2300
Indirect Auto Concentration (%)
balance_sheet
Value: 7.94%
Peer Median: -
#2300 of 2556 Bottom 10.1% in <100M tier
2128
First Mortgage Concentration (%)
balance_sheet
Value: 34.24%
Peer Median: -
#2128 of 2556 Bottom 16.8% in <100M tier
1963
Net Worth Ratio
risk
Value: 10.88%
Peer Median: -
#1963 of 2556 Bottom 23.2% in <100M tier
1943
Net Interest Margin (NIM)
profitability
Value: 3.18%
Peer Median: -
#1943 of 2556 Bottom 24.0% in <100M tier
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