BlastPoint's Credit Union Scorecard

SELF RELIANCE FINANCIAL

Charter #7217 · NY

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 12 in NY
View Mid-Market leaderboard →

SELF RELIANCE FINANCIAL has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 0.5% in tier
  • + Strong member growth: 113.2% YoY
  • + Member Growth Rate: Top 0.1% in tier
  • + Average Member Relationship (AMR): Top 0.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 0.1% in tier
  • + Loan Growth Rate: Top 0.7% in tier
  • + Asset Growth Rate: Top 1.3% in tier
  • + Deposit Growth Rate: Top 1.3% in tier

Key Concerns

Areas that may need attention

  • - Wealth Migration Risk: Bottom 0.3% in tier
  • - Liquidity Overhang: Bottom 3.7% in tier
  • - Shrinking Wallet Share: Bottom 100.0% in tier
  • - ROA 0.26% below tier average
  • - Fee Income Per Member: Bottom 0.3% in tier
  • - Share Certificate Concentration (%): Bottom 0.3% in tier
  • - AMR Growth Rate: Bottom 1.0% in tier
  • - Total Members: Bottom 1.0% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 31,580
+113.2% YoY+0.1% QoQ
-64.5K 96,048
-2.7% YoY
27,572
+9.2% YoY
33,913
+5.7% YoY
Bottom 0.7% in tier
Assets $2.0B
+40.3% YoY+1.2% QoQ
+$315.0M $1.7B
+0.4% YoY
$497.6M
+8.1% YoY
$578.3M
+9.0% YoY
69%
Loans $1.4B
+57.8% YoY+1.5% QoQ
+$155.2M $1.2B
+0.2% YoY
$329.7M
+7.8% YoY
$402.4M
+8.7% YoY
69%
Deposits $1.7B
+41.7% YoY+1.3% QoQ
+$243.7M $1.5B
+0.5% YoY
$425.1M
+7.9% YoY
$494.3M
+9.1% YoY
69%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.5%
+121.4% QoQ
-0.3% 0.7%
+27.6% YoY
0.7%
-43.8% YoY
0.4%
-39.2% YoY
27%
NIM 1.6%
+116.1% YoY+58.4% QoQ
-1.8% 3.4%
+6.2% YoY
3.5%
-2.6% YoY
3.8%
+4.1% YoY
Bottom 1.3% in tier
Efficiency Ratio 68.0%
-32.9% YoY-13.3% QoQ
-6.6% 74.6%
-3.0% YoY
81.8%
+0.3% YoY
84.6%
+2.8% YoY
23%
Delinquency Rate 0.6%
-1.2% YoY-5.6% QoQ
-0.2 0.8%
+6.9% YoY
1.5%
-10.1% YoY
1.2%
+3.4% YoY
43%
Loan To Share 80.1%
+11.3% YoY+0.2% QoQ
-3.1% 83.2%
-0.4% YoY
58.9%
-2.1% YoY
65.6%
-1.4% YoY
35%
AMR $97,473
-30.4% YoY+1.3% QoQ
+$68K $29,652
+2.3% YoY
$19,395
-21.8% YoY
$19,920
+1.6% YoY
Top 0.3% in tier
CD Concentration 58.9%
-3.7% YoY-0.7% QoQ
+30.1% 28.8% 16.4% 19.8% Top 0.3% in tier
Indirect Auto % 0.0% -18.1% 18.1% 2.6% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#25 of 115 • Top 0.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 113.25%
(Tier: 3.50%, National: 10.19%)
better than tier avg
Return on Assets: 0.45%
(Tier: 0.72%, National: 0.39%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.07%, National: 7.73%)
better than tier avg
115 of 384 Mid-Market CUs have this signature | 499 nationally
→ No prior data (115 CUs now) | New qualifier

Concerns (3)

Shrinking Wallet Share

decline
#1 of 82 • Bottom 100.0% in tier

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

Why This Signature
AMR Growth (YoY): -30.38%
(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 | New qualifier

Wealth Migration Risk

decline
#1 of 8 • Bottom 0.3% in tier

High-value members moving money elsewhere despite stable membership. Your best customers are consolidating with competitors.

Why This Signature
Avg Member Relationship: $97.5K
(Tier: $29.9K, National: $19.9K)
but better than tier avg
AMR Growth (YoY): -30.38%
(Tier: 3.34%, National: 6.36%)
worse than tier avg
8 of 384 Mid-Market CUs have this signature | 28 nationally
→ No prior data (8 CUs now) | New qualifier

Liquidity Overhang

risk
#8 of 15 • Bottom 3.7% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 17.07%
(Tier: 11.28%, National: 14.35%)
but better than tier avg
Loan-to-Share Ratio: 80.09%
(Tier: 84.20%, National: 65.58%)
worse than tier avg
15 of 384 Mid-Market CUs have this signature | 143 nationally
→ Stable (16→15 CUs) -1 CUs YoY

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 (10 metrics)

1
Member Growth Rate
growth
Value: 113.25%
Peer Median: 2.03%
#1 of 306 Top 0.1% in 1B-3B tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 13.86%
#1 of 306 Top 0.1% in 1B-3B tier
1
Average Member Relationship (AMR)
engagement
Value: $97,473
Peer Median: $28,178
#1 of 306 Top 0.1% in 1B-3B tier
1
Loan-to-Member Ratio (LMR)
engagement
Value: $43,348
Peer Median: $12,733
#1 of 306 Top 0.1% in 1B-3B tier
3
Loan Growth Rate
growth
Value: 57.81%
Peer Median: 5.67%
#3 of 306 Top 0.7% in 1B-3B tier
5
Asset Growth Rate
growth
Value: 40.28%
Peer Median: 4.82%
#5 of 306 Top 1.3% in 1B-3B tier
5
Deposit Growth Rate
growth
Value: 41.73%
Peer Median: 4.44%
#5 of 306 Top 1.3% in 1B-3B tier
5
Net Charge-Off Rate
risk
Value: 0.02%
Peer Median: 0.51%
#5 of 306 Top 1.3% in 1B-3B tier
13
Net Worth Ratio
risk
Value: 17.07%
Peer Median: 10.85%
#13 of 306 Top 3.9% in 1B-3B tier
72
Efficiency Ratio
profitability
Value: 68.03%
Peer Median: 75.16%
#72 of 306 Top 23.2% in 1B-3B tier

Top Weaknesses (6 metrics)

306
Fee Income Per Member
profitability
Value: $-28.70
Peer Median: $191.54
#306 of 306 Bottom 0.3% in 1B-3B tier
306
Share Certificate Concentration (%)
balance_sheet
Value: 58.90%
Peer Median: 27.93%
#306 of 306 Bottom 0.3% in 1B-3B tier
304
AMR Growth Rate
growth
Value: -30.38%
Peer Median: 3.15%
#304 of 306 Bottom 1.0% in 1B-3B tier
304
Total Members
engagement
Value: 31,580
Peer Median: 85,918
#304 of 306 Bottom 1.0% in 1B-3B tier
302
Net Interest Margin (NIM)
profitability
Value: 1.57%
Peer Median: 3.37%
#302 of 306 Bottom 1.6% in 1B-3B tier
279
First Mortgage Concentration (%)
balance_sheet
Value: 55.10%
Peer Median: 33.05%
#279 of 306 Bottom 9.2% in 1B-3B tier
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