BlastPoint's Credit Union Scorecard

ADDITION FINANCIAL

Charter #68702 · FL

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 7 in FL
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ADDITION FINANCIAL has 7 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.19% above tier average
  • + Strong member growth: 35.4% YoY
  • + Member Growth Rate: Top 1.3% in tier
  • + Asset Growth Rate: Top 2.6% in tier
  • + Loan Growth Rate: Top 2.6% in tier
  • + Deposit Growth Rate: Top 3.8% in tier
  • + Share Certificate Concentration (%): Top 7.7% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 2.4% in tier
  • - Credit Risk Growth: Bottom 3.2% in tier
  • - Credit Quality Pressure: Bottom 8.4% in tier
  • - Efficiency Drag: Bottom 20.4% in tier
  • - Shrinking Wallet Share: Bottom 92.6% in tier
  • - ROA 0.26% below tier average
  • - Efficiency ratio 10.44% above tier (higher cost structure)
  • - Delinquency rate 0.35% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 257,388
+35.4% YoY-0.0% QoQ
+37.0K 220,435
-7.6% YoY
74,034
+8.9% YoY
33,913
+5.7% YoY
72%
Assets $3.8B
+34.4% YoY+0.2% QoQ
$-108.1M $3.9B
-1.5% YoY
$1.2B
+11.7% YoY
$578.3M
+9.0% YoY
44%
Loans $2.1B
+26.8% YoY-2.1% QoQ
$-755.3M $2.9B
-1.1% YoY
$841.5M
+13.6% YoY
$402.4M
+8.7% YoY
Bottom 9.0% in tier
Deposits $3.4B
+32.5% YoY-0.1% QoQ
+$90.5M $3.3B
-2.5% YoY
$1.0B
+12.4% YoY
$494.3M
+9.1% YoY
51%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.5%
-70.1% YoY+9.2% QoQ
-0.3% 0.7%
+10.6% YoY
0.6%
-11.7% YoY
0.4%
-39.2% YoY
30%
NIM 3.4%
+14.6% YoY+16.9% QoQ
+0.2% 3.2%
+4.6% YoY
3.6%
+2.7% YoY
3.8%
+4.1% YoY
60%
Efficiency Ratio 81.7%
+29.9% YoY+12.4% QoQ
+10.4% 71.3%
-2.6% YoY
80.0%
+2.7% YoY
84.6%
+2.8% YoY
Bottom 14.1% in tier
Delinquency Rate 1.1%
+54.6% YoY-5.4% QoQ
+0.4 0.7%
+9.2% YoY
0.6%
+6.2% YoY
1.2%
+3.4% YoY
80%
Loan To Share 63.1%
-4.3% YoY-2.0% QoQ
-24.9% 88.0%
+0.9% YoY
70.1%
+1.4% YoY
65.6%
-1.4% YoY
Bottom 5.1% in tier
AMR $21,470
-3.8% YoY-0.8% QoQ
$-9K $30,672
+5.5% YoY
$23,044
+4.5% YoY
$19,920
+1.6% YoY
Bottom 9.0% in tier
CD Concentration 18.5%
-14.6% YoY-13.0% QoQ
-10.4% 28.8% 24.4% 19.8% Bottom 10.7% in tier
Indirect Auto % 18.4%
-17.1% YoY-3.7% QoQ
+0.4% 18.1% 10.8% 7.7% 57%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Credit Risk Growth

risk
#2 of 183 • Bottom 3.2% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 26.82%
(Tier: 6.71%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.39% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
183 of 384 Mid-Market CUs have this signature | 710 nationally
→ No prior data (183 CUs now) | New qualifier

Credit Quality Pressure

risk
#32 of 225 • Bottom 8.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.39% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
225 of 384 Mid-Market CUs have this signature | 1013 nationally
→ Stable (228→225 CUs) -3 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#29 of 82 • Bottom 92.6% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.78%
(Tier: 3.34%, National: 6.36%)
worse than tier avg
82 of 384 Mid-Market CUs have this signature | 335 nationally
↓ Shrinking -18 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#112 of 198 • Bottom 2.4% in tier

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

Why This Signature
Asset Growth (YoY): 34.42%
(Tier: 6.82%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 18.43%
(Tier: 18.07%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 35.35%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
198 of 384 Mid-Market CUs have this signature | 745 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Efficiency Drag

risk
#100 of 100 • Bottom 20.4% in tier

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

Why This Signature
Efficiency Ratio: 81.72%
(Tier: 73.98%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -1.11% points
(Tier: 0.14% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): 35.35%
(Tier: 3.50%, National: 10.19%)
but better than tier avg
100 of 384 Mid-Market CUs have this signature | 702 nationally
↓ Shrinking -38 CUs YoY | 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 78 peers in tier

Top Strengths (6 metrics)

2
Member Growth Rate
growth
Value: 35.35%
Peer Median: 3.36%
#2 of 78 Top 1.3% in 3B-5B tier
3
Asset Growth Rate
growth
Value: 34.42%
Peer Median: 5.44%
#3 of 78 Top 2.6% in 3B-5B tier
3
Loan Growth Rate
growth
Value: 26.82%
Peer Median: 5.73%
#3 of 78 Top 2.6% in 3B-5B tier
4
Deposit Growth Rate
growth
Value: 32.48%
Peer Median: 5.31%
#4 of 78 Top 3.8% in 3B-5B tier
7
Share Certificate Concentration (%)
balance_sheet
Value: 18.47%
Peer Median: 31.76%
#7 of 78 Top 7.7% in 3B-5B tier
14
Fee Income Per Member
profitability
Value: $244.33
Peer Median: $175.66
#14 of 78 Top 16.7% in 3B-5B tier

Top Weaknesses (8 metrics)

74
Loan-to-Share Ratio
balance_sheet
Value: 63.09%
Peer Median: 90.65%
#74 of 78 Bottom 6.4% in 3B-5B tier
73
Loan-to-Member Ratio (LMR)
engagement
Value: $8,306
Peer Median: $13,137
#73 of 78 Bottom 7.7% in 3B-5B tier
71
Total Loans
balance_sheet
Value: $2.14B
Peer Median: $2.92B
#71 of 78 Bottom 10.3% in 3B-5B tier
71
Average Member Relationship (AMR)
engagement
Value: $21,470
Peer Median: $28,813
#71 of 78 Bottom 10.3% in 3B-5B tier
69
AMR Growth Rate
growth
Value: -3.78%
Peer Median: 2.86%
#69 of 78 Bottom 12.8% in 3B-5B tier
68
Efficiency Ratio
profitability
Value: 81.72%
Peer Median: 69.26%
#68 of 78 Bottom 14.1% in 3B-5B tier
65
Net Charge-Off Rate
risk
Value: 1.05%
Peer Median: 0.46%
#65 of 78 Bottom 17.9% in 3B-5B tier
63
Total Delinquency Rate (60+ days)
risk
Value: 1.10%
Peer Median: 0.54%
#63 of 78 Bottom 20.5% in 3B-5B tier
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