BlastPoint's Credit Union Scorecard

PHEPLE

Charter #7297 · PA

1077 CUs in 100M-500M nationally 61 in PA

PHEPLE has 6 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 20.1% in tier
  • + Net Interest Margin 0.80% above tier average
  • + Strong member growth: 9.4% YoY
  • + Member Growth Rate: Top 3.6% in tier
  • + First Mortgage Concentration (%): Top 6.0% in tier
  • + Deposit Growth Rate: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 9.2% in tier
  • - Indirect Auto Dependency: Bottom 12.4% in tier
  • - ROA 0.46% below tier average
  • - Efficiency ratio 11.84% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 1.9% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 9.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (PA) National Avg Tier Percentile
Members 19,086
+9.4% YoY+1.3% QoQ
+3.5K 15,628
-3.4% YoY
17,552
+5.9% YoY
33,089
+6.1% YoY
72%
Assets $132.1M
+9.6% YoY+1.9% QoQ
$-99.2M $231.3M
-0.0% YoY
$283.8M
+10.6% YoY
$547.7M
+7.8% YoY
21%
Loans $106.9M
+10.0% YoY+2.1% QoQ
$-40.9M $147.8M
-1.4% YoY
$193.1M
+8.6% YoY
$388.7M
+8.6% YoY
39%
Deposits $120.4M
+11.6% YoY+2.2% QoQ
$-79.9M $200.3M
-0.0% YoY
$243.3M
+10.9% YoY
$464.6M
+9.3% YoY
26%

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Tier 1
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Performance signatures (strengths & concerns)
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ROA 0.3%
-5.2% YoY-20.5% QoQ
-0.5% 0.8%
+15.5% YoY
0.8%
+22.9% YoY
0.7%
+273.4% YoY
20%
NIM 4.4%
+14.8% YoY+3.7% QoQ
+0.8% 3.6%
+6.9% YoY
3.5%
+4.5% YoY
3.7%
+5.0% YoY
Top 12.1% in tier
Efficiency Ratio 89.1%
-0.1% YoY+2.0% QoQ
+11.8% 77.3%
-3.0% YoY
76.2%
-1.5% YoY
79.1%
-3.3% YoY
Top 11.8% in tier
Delinquency Rate 0.7%
-11.3% YoY+13.1% QoQ
-0.1 0.9%
+7.6% YoY
1.3%
-8.2% YoY
1.2%
-0.9% YoY
52%
Loan To Share 88.8%
-1.5% YoY-0.0% QoQ
+16.1% 72.7%
-1.5% YoY
55.4%
-2.3% YoY
68.0%
-1.7% YoY
82%
AMR $11,909
+1.3% YoY+0.8% QoQ
$-12K $24,363
+2.9% YoY
$16,339
+4.2% YoY
$19,418
+1.3% YoY
Bottom 1.9% in tier
CD Concentration 20.7%
+0.6% YoY+36.8% QoQ
-3.7% 24.4%
+4.2% YoY
15.5%
+9.2% YoY
19.6%
+6.2% YoY
50%
Indirect Auto % 27.5%
-11.9% YoY-2.3% QoQ
+13.6% 14.0%
-5.7% YoY
8.0%
+2.0% YoY
7.9%
-2.9% YoY
50%

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#369 of 603 • Top 20.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 9.41%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Return on Assets: 0.32%
(Tier: 0.77%, National: 0.71%)
but worse than tier avg
Indirect Auto %: 27.54%
(Tier: 13.97%, National: 7.90%)
but worse than tier avg
603 of 1077 Community CUs have this signature | 917 nationally
→ Stable (608→603 CUs) -5 CUs YoY | Rank improving

Concerns (2)

Efficiency Drag

risk
#163 of 521 • Bottom 9.2% in tier

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

Why This Signature
Efficiency Ratio: 89.12%
(Tier: 77.15%, National: 79.10%)
worse than tier avg
ROA Change (YoY): -0.02% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
Member Growth (YoY): 9.41%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
521 of 1077 Community CUs have this signature | 624 nationally
↓ Shrinking -113 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#200 of 525 • Bottom 12.4% in tier

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

Why This Signature
Asset Growth (YoY): 9.55%
(Tier: 4.61%, National: 3.04%)
but better than tier avg
Indirect Auto %: 27.54%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 9.41%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
525 of 1077 Community CUs have this signature | 768 nationally
↓ Shrinking -18 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 1077 peers in tier

Top Strengths (7 metrics)

40
Member Growth Rate
growth
Value: 9.41%
Peer Avg: -
#40 of 1077 Top 3.6% in 100M-500M tier
66
First Mortgage Concentration (%)
balance_sheet
Value: 5.17%
Peer Avg: -
#66 of 1077 Top 6.0% in 100M-500M tier
85
Deposit Growth Rate
growth
Value: 11.59%
Peer Avg: -
#85 of 1077 Top 7.8% in 100M-500M tier
130
Net Interest Margin (NIM)
profitability
Value: 4.38%
Peer Avg: -
#130 of 1077 Top 12.0% in 100M-500M tier
137
Asset Growth Rate
growth
Value: 9.55%
Peer Avg: -
#137 of 1077 Top 12.6% in 100M-500M tier
163
Loan Growth Rate
growth
Value: 9.97%
Peer Avg: -
#163 of 1077 Top 15.0% in 100M-500M tier
192
Loan-to-Share Ratio
balance_sheet
Value: 88.79%
Peer Avg: -
#192 of 1077 Top 17.7% in 100M-500M tier

Top Weaknesses (8 metrics)

1057
Average Member Relationship (AMR)
engagement
Value: $11,909
Peer Avg: -
#1057 of 1077 Bottom 1.9% in 100M-500M tier
971
Loan-to-Member Ratio (LMR)
engagement
Value: $5,601
Peer Avg: -
#971 of 1077 Bottom 9.9% in 100M-500M tier
951
Efficiency Ratio
profitability
Value: 89.12%
Peer Avg: -
#951 of 1077 Bottom 11.8% in 100M-500M tier
871
Indirect Auto Concentration (%)
balance_sheet
Value: 27.54%
Peer Avg: -
#871 of 1077 Bottom 19.2% in 100M-500M tier
868
Net Worth Ratio
risk
Value: 9.41%
Peer Avg: -
#868 of 1077 Bottom 19.5% in 100M-500M tier
863
Return on Assets (ROA)
profitability
Value: 0.32%
Peer Avg: -
#863 of 1077 Bottom 20.0% in 100M-500M tier
849
Total Assets
balance_sheet
Value: $132.12M
Peer Avg: -
#849 of 1077 Bottom 21.3% in 100M-500M tier
826
Fee Income Per Member
profitability
Value: $115.86
Peer Avg: -
#826 of 1077 Bottom 23.4% in 100M-500M tier
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