BlastPoint's Credit Union Scorecard

CARIBE

Charter #7345 · PR

Community 750M-1B
117 CUs in 750M-1B nationally 1 in PR
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CARIBE has 9 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 0.0% in tier
  • + Organic Growth Leader: Top 9.2% in tier
  • + ROA 1.01% above tier average
  • + Net Interest Margin 2.15% above tier average
  • + Strong member growth: 8.1% YoY
  • + Efficiency Ratio: Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 2.6% in tier
  • + Member Growth Rate: Top 5.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 61.2% in tier
  • - Shrinking Wallet Share: Bottom 86.5% in tier
  • - Fee Income Per Member: Bottom 2.6% in tier
  • - Net Charge-Off Rate: Bottom 3.4% in tier
  • - AMR Growth Rate: Bottom 9.4% in tier
  • - Total Assets: Bottom 9.4% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (PR) National Avg Tier Percentile
Members 64,367
+8.1% YoY-0.2% QoQ
+12.3K 52,084
-1.6% YoY
27,501
+5.6% YoY
33,374
+5.7% YoY
82%
Assets $763.0M
+4.7% YoY+1.7% QoQ
$-100.9M $863.9M
+0.5% YoY
$313.3M
+4.2% YoY
$561.6M
+9.7% YoY
Bottom 8.5% in tier
Loans $612.7M
+11.2% YoY-0.7% QoQ
+$6.9M $605.8M
+1.4% YoY
$238.4M
+13.7% YoY
$397.0M
+8.8% YoY
44%
Deposits $670.2M
+3.4% YoY+0.7% QoQ
$-67.1M $737.3M
+0.1% YoY
$276.6M
+2.7% YoY
$477.3M
+9.7% YoY
17%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.8%
+77.0% YoY+31.6% QoQ
+1.0% 0.7%
+39.1% YoY
1.0%
+66.7% YoY
0.7%
+15.9% YoY
Top 2.6% in tier
NIM 5.5%
+14.0% YoY-0.3% QoQ
+2.2% 3.4%
+8.7% YoY
5.1%
+10.7% YoY
3.8%
+5.1% YoY
Top 0.9% in tier
Efficiency Ratio 38.1%
-6.8% YoY+0.3% QoQ
-36.2% 74.3%
-3.6% YoY
59.3%
-5.4% YoY
79.7%
-3.3% YoY
Bottom 0.0% in tier
Delinquency Rate 0.5%
-50.0% YoY-0.3% QoQ
-0.3 0.9%
+3.8% YoY
0.5%
-36.9% YoY
1.3%
-2.1% YoY
30%
Loan To Share 91.4%
+7.5% YoY-1.4% QoQ
+8.9% 82.6%
+1.1% YoY
83.1%
+7.4% YoY
67.4%
-1.7% YoY
71%
AMR $19,931
-1.1% YoY+0.2% QoQ
$-9K $28,873
+2.7% YoY
$15,130
+2.8% YoY
$19,687
+2.0% YoY
Bottom 12.8% in tier
CD Concentration 37.9%
+6.4% YoY+2.0% QoQ
+13.5% 24.4% 27.0% 19.8% Top 9.8% in tier
Indirect Auto % 0.0% -13.8% 13.8% 0.0% 7.8% Bottom 0.0% in tier

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#1 of 595 • Top 0.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 8.10%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 1.75%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
913 nationally
→ No prior data (595 CUs now) | New qualifier

Organic Growth Leader

growth
#40 of 426 • Top 9.2% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 8.10%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
609 nationally
→ No prior data (426 CUs now) | New qualifier

Concerns (2)

Liquidity Strain

risk
#140 of 228 • Bottom 61.2% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 91.42%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 11.15%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
228 of 282 Community CUs have this signature | 439 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#180 of 208 • Bottom 86.5% in tier

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

Why This Signature
AMR Growth (YoY): -1.05%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 282 Community CUs have this signature | 303 nationally
↓ Shrinking -190 CUs YoY | Rank worsening

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 117 peers in tier

Top Strengths (8 metrics)

1
Net Interest Margin (NIM)
profitability
Value: 5.55%
Peer Median: -
#1 of 117 Top 0.0% in 750M-1B tier
1
Efficiency Ratio
profitability
Value: 38.14%
Peer Median: -
#1 of 117 Top 0.0% in 750M-1B tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 117 Top 0.0% in 750M-1B tier
3
Return on Assets (ROA)
profitability
Value: 1.75%
Peer Median: -
#3 of 117 Top 1.7% in 750M-1B tier
4
First Mortgage Concentration (%)
balance_sheet
Value: 6.41%
Peer Median: -
#4 of 117 Top 2.6% in 750M-1B tier
7
Member Growth Rate
growth
Value: 8.10%
Peer Median: -
#7 of 117 Top 5.1% in 750M-1B tier
19
Loan Growth Rate
growth
Value: 11.15%
Peer Median: -
#19 of 117 Top 15.4% in 750M-1B tier
21
Total Members
engagement
Value: 64,367
Peer Median: -
#21 of 117 Top 17.1% in 750M-1B tier

Top Weaknesses (7 metrics)

115
Fee Income Per Member
profitability
Value: $64.13
Peer Median: -
#115 of 117 Bottom 2.6% in 750M-1B tier
114
Net Charge-Off Rate
risk
Value: 1.73%
Peer Median: -
#114 of 117 Bottom 3.4% in 750M-1B tier
107
AMR Growth Rate
growth
Value: -1.05%
Peer Median: -
#107 of 117 Bottom 9.4% in 750M-1B tier
107
Total Assets
balance_sheet
Value: $762.98M
Peer Median: -
#107 of 117 Bottom 9.4% in 750M-1B tier
104
Share Certificate Concentration (%)
balance_sheet
Value: 37.89%
Peer Median: -
#104 of 117 Bottom 12.0% in 750M-1B tier
102
Average Member Relationship (AMR)
engagement
Value: $19,931
Peer Median: -
#102 of 117 Bottom 13.7% in 750M-1B tier
97
Total Deposits
balance_sheet
Value: $670.19M
Peer Median: -
#97 of 117 Bottom 17.9% in 750M-1B tier
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