BlastPoint's Credit Union Scorecard

SOARION

Charter #8169 · TX

Community 500M-750M
169 CUs in 500M-750M nationally 16 in TX
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SOARION has 4 strengths but faces 15 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 25.3% in tier
  • + Net Interest Margin 0.07% above tier average
  • + Total Members: Top 5.3% in tier
  • + First Mortgage Concentration (%): Top 8.3% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 0.6% in tier
  • - Deposit Outflow: Bottom 1.2% in tier
  • - Efficiency Drag: Bottom 26.0% in tier
  • - Indirect Auto Dependency: Bottom 31.9% in tier
  • - ROA 0.57% below tier average
  • - Efficiency ratio 8.41% above tier (higher cost structure)
  • - Delinquency rate 0.47% above tier average
  • - Net Worth Ratio: Bottom 0.6% in tier
  • - Loan Growth Rate: Bottom 1.2% in tier
  • - Deposit Growth Rate: Bottom 1.2% in tier
  • - AMR Growth Rate: Bottom 1.2% in tier
  • - Asset Growth Rate: Bottom 3.0% in tier
  • - Average Member Relationship (AMR): Bottom 4.1% in tier
  • - Net Charge-Off Rate: Bottom 4.7% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 8.3% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 58,035
+4.8% YoY+2.6% QoQ
+18.3K 39,752
-2.7% YoY
26,896
+3.7% YoY
33,089
+6.1% YoY
Top 5.9% in tier
Assets $563.7M
-10.7% YoY-1.3% QoQ
$-58.6M $622.4M
+0.3% YoY
$411.3M
+5.9% YoY
$547.7M
+7.8% YoY
28%
Loans $417.5M
-20.3% YoY+10.7% QoQ
$-18.4M $435.9M
-0.4% YoY
$295.8M
+5.3% YoY
$388.7M
+8.6% YoY
41%
Deposits $501.9M
-12.5% YoY-4.6% QoQ
$-36.1M $538.0M
+1.3% YoY
$341.5M
+6.1% YoY
$464.6M
+9.3% YoY
34%

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ROA 0.1%
-106.3% YoY-77.0% QoQ
-0.6% 0.7%
+33.9% YoY
0.5%
-24.0% YoY
0.7%
+273.4% YoY
Bottom 8.9% in tier
NIM 3.5%
+12.7% YoY+4.9% QoQ
+0.1% 3.4%
+8.6% YoY
3.9%
+4.3% YoY
3.7%
+5.0% YoY
56%
Efficiency Ratio 86.5%
-2.5% YoY+11.4% QoQ
+8.4% 78.1%
-3.4% YoY
79.6%
-0.9% YoY
79.1%
-3.3% YoY
83%
Delinquency Rate 1.3%
-38.4% YoY-27.1% QoQ
+0.5 0.8%
-4.9% YoY
1.2%
+20.3% YoY
1.2%
-0.9% YoY
82%
Loan To Share 83.2%
-9.0% YoY+16.1% QoQ
+2.2% 81.0%
-1.8% YoY
71.8%
-2.5% YoY
68.0%
-1.7% YoY
50%
AMR $15,843
-20.1% YoY-0.8% QoQ
$-11K $26,482
+2.6% YoY
$17,515
+1.3% YoY
$19,418
+1.3% YoY
Bottom 3.6% in tier
CD Concentration 25.5%
-22.3% YoY-8.9% QoQ
+1.1% 24.4%
+4.2% YoY
20.9%
+7.1% YoY
19.6%
+6.2% YoY
54%
Indirect Auto % 27.7%
-49.3% YoY-12.2% QoQ
+13.8% 14.0%
-5.7% YoY
7.2%
-0.2% YoY
7.9%
-2.9% YoY
80%

Signature Analysis

Strengths (1)

Organic Growth Engine

growth
#464 of 603 • Top 25.3% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.84%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Return on Assets: 0.09%
(Tier: 0.77%, National: 0.71%)
but worse than tier avg
Indirect Auto %: 27.73%
(Tier: 13.97%, National: 7.90%)
but worse than tier avg
917 nationally
→ Stable (608→603 CUs) -5 CUs YoY | New qualifier

Concerns (4)

Shrinking Wallet Share

decline
#7 of 244 • Bottom 0.6% in tier

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

Why This Signature
AMR Growth (YoY): -20.09%
(Tier: 3.68%, National: 4.19%)
worse than tier avg
244 of 281 Community CUs have this signature | 346 nationally
↓ Shrinking -221 CUs YoY | Rank improving

Deposit Outflow

decline
#2 of 81 • Bottom 1.2% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -12.47%
(Tier: 4.79%, National: 12.00%)
worse than tier avg
Member Growth (YoY): 4.84%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
81 of 281 Community CUs have this signature | 109 nationally
↓ Shrinking -144 CUs YoY | New qualifier

Efficiency Drag

risk
#460 of 521 • Bottom 26.0% in tier

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

Why This Signature
Efficiency Ratio: 86.51%
(Tier: 77.15%, National: 79.10%)
worse than tier avg
ROA Change (YoY): 1.50% points
(Tier: 0.11% points, National: 0.05% points)
but better than tier avg
Member Growth (YoY): 4.84%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
624 nationally
↓ Shrinking -113 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#513 of 525 • Bottom 31.9% in tier

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

Why This Signature
Asset Growth (YoY): -10.70%
(Tier: 4.61%, National: 3.04%)
worse than tier avg
Indirect Auto %: 27.73%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 4.84%
(Tier: 0.88%, National: 9.37%)
but better than tier avg
768 nationally
↓ Shrinking -18 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 169 peers in tier

Top Strengths (4 metrics)

10
Total Members
engagement
Value: 58,035
Peer Avg: -
#10 of 169 Top 5.3% in 500M-750M tier
15
First Mortgage Concentration (%)
balance_sheet
Value: 13.92%
Peer Avg: -
#15 of 169 Top 8.3% in 500M-750M tier
18
Members Per Employee (MPE)
engagement
Value: 436.353
Peer Avg: -
#18 of 169 Top 10.1% in 500M-750M tier
21
Member Growth Rate
growth
Value: 4.84%
Peer Avg: -
#21 of 169 Top 11.8% in 500M-750M tier

Top Weaknesses (12 metrics)

169
Net Worth Ratio
risk
Value: 6.16%
Peer Avg: -
#169 of 169 Bottom 0.6% in 500M-750M tier
168
Loan Growth Rate
growth
Value: -20.33%
Peer Avg: -
#168 of 169 Bottom 1.2% in 500M-750M tier
168
Deposit Growth Rate
growth
Value: -12.47%
Peer Avg: -
#168 of 169 Bottom 1.2% in 500M-750M tier
168
AMR Growth Rate
growth
Value: -20.09%
Peer Avg: -
#168 of 169 Bottom 1.2% in 500M-750M tier
165
Asset Growth Rate
growth
Value: -10.70%
Peer Avg: -
#165 of 169 Bottom 3.0% in 500M-750M tier
163
Average Member Relationship (AMR)
engagement
Value: $15,843
Peer Avg: -
#163 of 169 Bottom 4.1% in 500M-750M tier
162
Net Charge-Off Rate
risk
Value: 1.39%
Peer Avg: -
#162 of 169 Bottom 4.7% in 500M-750M tier
156
Loan-to-Member Ratio (LMR)
engagement
Value: $7,194
Peer Avg: -
#156 of 169 Bottom 8.3% in 500M-750M tier
154
Return on Assets (ROA)
profitability
Value: 0.09%
Peer Avg: -
#154 of 169 Bottom 9.5% in 500M-750M tier
142
Efficiency Ratio
profitability
Value: 86.51%
Peer Avg: -
#142 of 169 Bottom 16.6% in 500M-750M tier
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