BlastPoint's Credit Union Scorecard

OZARK

Charter #7641 · MO

1069 CUs in 100M-500M nationally 24 in MO

OZARK has 12 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 7.7% in tier
  • + Organic Growth Engine: Top 8.2% in tier
  • + Organic Growth Leader: Top 8.5% in tier
  • + Wallet Share Momentum: Top 8.8% in tier
  • + ROA 0.53% above tier average
  • + Net Interest Margin 1.14% above tier average
  • + Strong member growth: 8.7% YoY
  • + Deposit Growth Rate: Top 1.2% in tier
  • + Asset Growth Rate: Top 1.4% in tier
  • + Loan Growth Rate: Top 1.6% in tier
  • + AMR Growth Rate: Top 3.2% in tier
  • + Member Growth Rate: Top 4.2% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 52.5% in tier
  • - Margin Compression: Bottom 76.2% in tier
  • - Average Member Relationship (AMR): Bottom 3.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MO) National Avg Tier Percentile
Members 17,735
+8.7% YoY-9.4% QoQ
+2.3K 15,437
-2.9% YoY
15,911
+2.9% YoY
33,374
+5.7% YoY
68%
Assets $138.1M
+24.7% YoY+1.2% QoQ
$-93.8M $231.9M
+1.3% YoY
$212.3M
+9.5% YoY
$561.6M
+9.7% YoY
24%
Loans $107.7M
+26.2% YoY+4.6% QoQ
$-39.6M $147.3M
-0.1% YoY
$149.4M
+8.7% YoY
$397.0M
+8.8% YoY
40%
Deposits $120.9M
+24.6% YoY+0.8% QoQ
$-79.9M $200.8M
+0.8% YoY
$185.2M
+10.6% YoY
$477.3M
+9.7% YoY
26%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.3%
-7.8% YoY-10.9% QoQ
+0.5% 0.8%
+18.2% YoY
0.7%
+53.7% YoY
0.7%
+15.9% YoY
84%
NIM 4.7%
-2.2% YoY-4.8% QoQ
+1.1% 3.6%
+6.7% YoY
3.8%
+3.0% YoY
3.8%
+5.1% YoY
Top 5.1% in tier
Efficiency Ratio 75.5%
+6.0% YoY+2.2% QoQ
-1.5% 77.0%
-3.1% YoY
77.6%
-5.0% YoY
79.7%
-3.3% YoY
43%
Delinquency Rate 0.2%
-59.6% YoY+31.0% QoQ
-0.7 0.9%
+4.2% YoY
1.3%
+20.7% YoY
1.3%
-2.1% YoY
Bottom 11.0% in tier
Loan To Share 89.1%
+1.2% YoY+3.8% QoQ
+16.8% 72.2%
-1.1% YoY
71.1%
-4.0% YoY
67.4%
-1.7% YoY
83%
AMR $12,892
+15.3% YoY+13.3% QoQ
$-12K $24,676
+3.4% YoY
$16,896
+3.0% YoY
$19,687
+2.0% YoY
Bottom 3.8% in tier
CD Concentration 18.6%
-15.7% YoY-6.4% QoQ
-5.8% 24.4% 18.2% 19.8% 50%
Indirect Auto % 19.4%
-30.3% YoY-5.8% QoQ
+5.6% 13.8% 10.0% 7.8% 50%

Signature Analysis

Strengths (4)

Emerging Performer

growth
#15 of 182 • Top 7.7% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.30%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Member Growth (YoY): 8.71%
(Tier: 0.69%, National: 4.32%)
better than tier avg
182 of 1069 Mid-Small & Community CUs have this signature | 282 nationally
→ No prior data (182 CUs now) | New qualifier

Organic Growth Engine

growth
#50 of 595 • Top 8.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 8.71%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 1.30%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 19.38%
(Tier: 13.79%, National: 7.78%)
but worse than tier avg
595 of 1069 Mid-Small & Community CUs have this signature | 913 nationally
→ No prior data (595 CUs now) | New qualifier

Organic Growth Leader

growth
#37 of 426 • Top 8.5% in tier

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

Why This Signature
Member Growth (YoY): 8.71%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 19.38%
(Tier: 13.79%, National: 7.78%)
but worse than tier avg
426 of 1069 Mid-Small & Community CUs have this signature | 609 nationally
→ No prior data (426 CUs now) | New qualifier

Wallet Share Momentum

growth
#46 of 513 • Top 8.8% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 15.32%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | Rank improving

Concerns (2)

Indirect Auto Dependency

risk
#266 of 506 • Bottom 52.5% in tier

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

Why This Signature
Asset Growth (YoY): 24.73%
(Tier: 5.37%, National: 3.54%)
but better than tier avg
Indirect Auto %: 19.38%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 8.71%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
506 of 1069 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -35 CUs YoY | Rank improving

Margin Compression

decline
#94 of 123 • Bottom 76.2% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.30%
(Tier: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 1.41%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.11% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 CUs now) | 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 1069 peers in tier

Top Strengths (9 metrics)

14
Deposit Growth Rate
growth
Value: 24.65%
Peer Median: -
#14 of 1069 Top 1.2% in 100M-500M tier
16
Asset Growth Rate
growth
Value: 24.73%
Peer Median: -
#16 of 1069 Top 1.4% in 100M-500M tier
18
Loan Growth Rate
growth
Value: 26.18%
Peer Median: -
#18 of 1069 Top 1.6% in 100M-500M tier
35
AMR Growth Rate
growth
Value: 15.32%
Peer Median: -
#35 of 1069 Top 3.2% in 100M-500M tier
46
Member Growth Rate
growth
Value: 8.71%
Peer Median: -
#46 of 1069 Top 4.2% in 100M-500M tier
55
Net Interest Margin (NIM)
profitability
Value: 4.75%
Peer Median: -
#55 of 1069 Top 5.1% in 100M-500M tier
119
Total Delinquency Rate (60+ days)
risk
Value: 0.23%
Peer Median: -
#119 of 1069 Top 11.0% in 100M-500M tier
169
Return on Assets (ROA)
profitability
Value: 1.30%
Peer Median: -
#169 of 1069 Top 15.7% in 100M-500M tier
179
Loan-to-Share Ratio
balance_sheet
Value: 89.06%
Peer Median: -
#179 of 1069 Top 16.7% in 100M-500M tier

Top Weaknesses (3 metrics)

1028
Average Member Relationship (AMR)
engagement
Value: $12,892
Peer Median: -
#1028 of 1069 Bottom 3.9% in 100M-500M tier
923
Loan-to-Member Ratio (LMR)
engagement
Value: $6,073
Peer Median: -
#923 of 1069 Bottom 13.8% in 100M-500M tier
808
Total Assets
balance_sheet
Value: $138.06M
Peer Median: -
#808 of 1069 Bottom 24.5% in 100M-500M tier
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