BlastPoint's Credit Union Scorecard

SOARION

Charter #8169 · TX

Community 500M-750M
167 CUs in 500M-750M nationally 14 in TX
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SOARION has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 7.9% in tier
  • + Organic Growth Leader: Top 7.9% in tier
  • + ROA 0.93% above tier average
  • + Net Interest Margin 0.37% above tier average
  • + Strong member growth: 5.9% YoY
  • + Total Members: Top 3.0% in tier
  • + Member Growth Rate: Top 6.0% in tier
  • + Members Per Employee (MPE): Top 6.0% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 11.0% in tier
  • - Shrinking Wallet Share: Bottom 99.1% in tier
  • - Deposit Outflow: Bottom 99.6% in tier
  • - Efficiency ratio 13.13% above tier (higher cost structure)
  • - Delinquency rate 0.37% above tier average
  • - Net Worth Ratio: Bottom 0.6% in tier
  • - Asset Growth Rate: Bottom 1.2% in tier
  • - Deposit Growth Rate: Bottom 1.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 58,938
+5.9% YoY-1.0% QoQ
+20.9K 38,079
-4.8% YoY
29,039
+7.4% YoY
33,913
+5.7% YoY
Top 3.6% in tier
Assets $560.7M
-8.4% YoY-0.4% QoQ
$-59.0M $619.7M
-0.2% YoY
$450.8M
+10.3% YoY
$578.3M
+9.0% YoY
29%
Loans $417.8M
-7.1% YoY-0.8% QoQ
$-1.6M $419.3M
-1.4% YoY
$318.1M
+8.9% YoY
$402.4M
+8.7% YoY
47%
Deposits $501.0M
-11.0% YoY-2.0% QoQ
$-38.5M $539.5M
-0.1% YoY
$378.7M
+10.8% YoY
$494.3M
+9.1% YoY
31%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.6%
-887.7% YoY
+0.9% 0.7%
+36.0% YoY
-0.2%
-134.7% YoY
0.4%
-39.2% YoY
Top 7.2% in tier
NIM 3.8%
+25.2% YoY+7.7% QoQ
+0.4% 3.5%
+4.5% YoY
3.9%
-0.7% YoY
3.8%
+4.1% YoY
77%
Efficiency Ratio 91.5%
-1.1% YoY+5.3% QoQ
+13.1% 78.4%
-3.7% YoY
98.7%
+20.4% YoY
84.6%
+2.8% YoY
Bottom 8.4% in tier
Delinquency Rate 1.1%
-28.1% YoY-44.9% QoQ
+0.4 0.7%
-0.9% YoY
1.2%
+13.1% YoY
1.2%
+3.4% YoY
80%
Loan To Share 83.4%
+4.4% YoY+1.3% QoQ
+5.7% 77.7%
-1.2% YoY
69.5%
-2.6% YoY
65.6%
-1.4% YoY
60%
AMR $15,588
-14.4% YoY-0.5% QoQ
$-11K $26,927
+3.1% YoY
$17,820
+2.9% YoY
$19,920
+1.6% YoY
Bottom 2.4% in tier
CD Concentration 21.7%
-27.7% YoY-10.2% QoQ
-2.6% 24.3% 21.3% 19.8% 41%
Indirect Auto % 13.7%
-69.9% YoY-26.2% QoQ
-0.1% 13.8% 6.9% 7.7% 60%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#44 of 352 • Top 7.9% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.91%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Return on Assets: 1.62%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Indirect Auto %: 13.67%
(Tier: 13.80%, National: 7.73%)
better than tier avg
499 nationally
→ No prior data (352 CUs now) | New qualifier

Organic Growth Leader

growth
#57 of 371 • Top 7.9% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 5.91%
(Tier: 0.72%, National: 10.19%)
better than tier avg
Indirect Auto %: 13.67%
(Tier: 13.80%, National: 7.73%)
better than tier avg
518 nationally
→ No prior data (371 CUs now) | New qualifier

Concerns (3)

Deposit Outflow

decline
#2 of 72 • Bottom 99.6% 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): -11.04%
(Tier: 4.30%, National: 64.06%)
worse than tier avg
Member Growth (YoY): 5.91%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
72 of 284 Community CUs have this signature | 98 nationally
→ No prior data (72 CUs now) | New qualifier

Shrinking Wallet Share

decline
#13 of 238 • Bottom 99.1% in tier

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

Why This Signature
AMR Growth (YoY): -14.36%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 284 Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY

Efficiency Drag

risk
#474 of 596 • Bottom 11.0% in tier

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

Why This Signature
Efficiency Ratio: 91.51%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 1.82% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): 5.91%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
702 nationally
↓ Shrinking -84 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 167 peers in tier

Top Strengths (6 metrics)

6
Total Members
engagement
Value: 58,938
Peer Median: 36,874
#6 of 167 Top 3.0% in 500M-750M tier
11
Member Growth Rate
growth
Value: 5.91%
Peer Median: 1.03%
#11 of 167 Top 6.0% in 500M-750M tier
11
Members Per Employee (MPE)
engagement
Value: 479.171
Peer Median: 318.730
#11 of 167 Top 6.0% in 500M-750M tier
12
Return on Assets (ROA)
profitability
Value: 1.62%
Peer Median: 0.61%
#12 of 167 Top 6.6% in 500M-750M tier
27
First Mortgage Concentration (%)
balance_sheet
Value: 18.05%
Peer Median: 32.87%
#27 of 167 Top 15.6% in 500M-750M tier
38
Net Interest Margin (NIM)
profitability
Value: 3.84%
Peer Median: 3.48%
#38 of 167 Top 22.2% in 500M-750M tier

Top Weaknesses (11 metrics)

167
Net Worth Ratio
risk
Value: 6.49%
Peer Median: 10.35%
#167 of 167 Bottom 0.6% in 500M-750M tier
166
Asset Growth Rate
growth
Value: -8.43%
Peer Median: 4.66%
#166 of 167 Bottom 1.2% in 500M-750M tier
166
Deposit Growth Rate
growth
Value: -11.04%
Peer Median: 4.02%
#166 of 167 Bottom 1.2% in 500M-750M tier
166
AMR Growth Rate
growth
Value: -14.36%
Peer Median: 4.03%
#166 of 167 Bottom 1.2% in 500M-750M tier
163
Average Member Relationship (AMR)
engagement
Value: $15,588
Peer Median: $25,600
#163 of 167 Bottom 3.0% in 500M-750M tier
157
Loan Growth Rate
growth
Value: -7.12%
Peer Median: 4.25%
#157 of 167 Bottom 6.6% in 500M-750M tier
156
Loan-to-Member Ratio (LMR)
engagement
Value: $7,088
Peer Median: $11,231
#156 of 167 Bottom 7.2% in 500M-750M tier
154
Efficiency Ratio
profitability
Value: 91.51%
Peer Median: 78.61%
#154 of 167 Bottom 8.4% in 500M-750M tier
135
Total Delinquency Rate (60+ days)
risk
Value: 1.07%
Peer Median: 0.62%
#135 of 167 Bottom 19.8% in 500M-750M tier
134
Fee Income Per Member
profitability
Value: $129.05
Peer Median: $178.80
#134 of 167 Bottom 20.4% in 500M-750M tier
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