BlastPoint's Credit Union Scorecard

BEACON

Charter #82791 · IN

Mid-Market 1B-3B
302 CUs in 1B-3B nationally 11 in IN
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BEACON has 13 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 7.8% in tier
  • + Organic Growth Engine: Top 21.5% in tier
  • + Relationship Depth Leader: Top 60.9% in tier
  • + Strong member growth: 13.3% YoY
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Net Charge-Off Rate: Top 0.3% in tier
  • + Total Delinquency Rate (60+ days): Top 2.0% in tier
  • + Loan-to-Member Ratio (LMR): Top 2.3% in tier
  • + Average Member Relationship (AMR): Top 2.6% in tier
  • + Member Growth Rate: Top 3.3% in tier
  • + Deposit Growth Rate: Top 3.6% in tier
  • + Asset Growth Rate: Top 5.0% in tier
  • + Loan Growth Rate: Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 73.0% in tier
  • - ROA 0.24% below tier average
  • - Efficiency ratio 10.08% above tier (higher cost structure)
  • - Members Per Employee (MPE): Bottom 0.3% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 54,139
+13.3% YoY+1.6% QoQ
-43.3K 97,431
-2.4% YoY
22,624
+3.2% YoY
33,374
+5.7% YoY
Bottom 9.9% in tier
Assets $1.8B
+15.8% YoY+3.8% QoQ
+$43.4M $1.7B
+0.9% YoY
$390.3M
+10.1% YoY
$561.6M
+9.7% YoY
62%
Loans $1.2B
+15.3% YoY+1.5% QoQ
$-11.0M $1.2B
+0.5% YoY
$281.2M
+8.6% YoY
$397.0M
+8.8% YoY
60%
Deposits $1.5B
+21.5% YoY+5.5% QoQ
+$15.3M $1.5B
+0.9% YoY
$327.7M
+9.9% YoY
$477.3M
+9.7% YoY
60%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.4%
+52.1% YoY+40.4% QoQ
-0.2% 0.7%
+20.9% YoY
0.9%
+52.7% YoY
0.7%
+15.9% YoY
27%
NIM 2.5%
+17.2% YoY+4.7% QoQ
-0.7% 3.3%
+9.2% YoY
3.9%
+8.6% YoY
3.8%
+5.1% YoY
Bottom 11.6% in tier
Efficiency Ratio 84.1%
-6.1% YoY-3.5% QoQ
+10.1% 74.1%
-9.5% YoY
78.1%
-3.9% YoY
79.7%
-3.3% YoY
Top 9.9% in tier
Delinquency Rate 0.1%
-35.8% YoY-62.7% QoQ
-0.8 0.9%
+6.2% YoY
1.3%
+9.0% YoY
1.3%
-2.1% YoY
Bottom 2.0% in tier
Loan To Share 83.0%
-5.1% YoY-3.8% QoQ
-1.8% 84.8%
-0.8% YoY
69.9%
+0.6% YoY
67.4%
-1.7% YoY
38%
AMR $49,835
+4.7% YoY+2.0% QoQ
+$20K $29,428
+2.4% YoY
$18,520
+5.2% YoY
$19,687
+2.0% YoY
Top 3.0% in tier
CD Concentration 31.7%
-4.6% YoY-6.1% QoQ
+2.7% 29.0% 19.3% 19.8% 64%
Indirect Auto % 0.0% -18.3% 18.3% 10.7% 7.8% Bottom 0.0% in tier

Signature Analysis

Strengths (3)

Organic Growth Leader

growth
#12 of 142 • Top 7.8% in tier

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

Why This Signature
Member Growth (YoY): 13.28%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 18.31%, National: 7.78%)
better than tier avg
142 of 378 Mid-Market CUs have this signature | 609 nationally
→ No prior data (142 CUs now) | New qualifier

Organic Growth Engine

growth
#54 of 247 • Top 21.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 13.28%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Return on Assets: 0.45%
(Tier: 0.69%, National: 0.67%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 18.31%, National: 7.78%)
better than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Relationship Depth Leader

growth
#40 of 65 • Top 60.9% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 4.72%
(Tier: 3.31%, National: 4.00%)
better than tier avg
Share Draft per Member: $6.1K
(Tier: $3.2K, National: $2.0K)
better than tier avg
65 of 378 Mid-Market CUs have this signature | 351 nationally
↑ Growing +20 CUs YoY | New qualifier

Concerns (1)

Efficiency Drag

risk
#66 of 90 • Bottom 73.0% in tier

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

Why This Signature
Efficiency Ratio: 84.14%
(Tier: 73.53%, National: 79.67%)
worse than tier avg
ROA Change (YoY): 0.15% points
(Tier: 0.12% points, National: 0.02% points)
but better than tier avg
Member Growth (YoY): 13.28%
(Tier: 3.43%, National: 4.32%)
but better than tier avg
90 of 378 Mid-Market CUs have this signature | 633 nationally
↓ Shrinking -36 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 302 peers in tier

Top Strengths (11 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 302 Top 0.0% in 1B-3B tier
2
Net Charge-Off Rate
risk
Value: 0.03%
Peer Median: -
#2 of 302 Top 0.3% in 1B-3B tier
7
Total Delinquency Rate (60+ days)
risk
Value: 0.10%
Peer Median: -
#7 of 302 Top 2.0% in 1B-3B tier
8
Loan-to-Member Ratio (LMR)
engagement
Value: $22,597
Peer Median: -
#8 of 302 Top 2.3% in 1B-3B tier
9
Average Member Relationship (AMR)
engagement
Value: $49,835
Peer Median: -
#9 of 302 Top 2.6% in 1B-3B tier
11
Member Growth Rate
growth
Value: 13.28%
Peer Median: -
#11 of 302 Top 3.3% in 1B-3B tier
12
Deposit Growth Rate
growth
Value: 21.54%
Peer Median: -
#12 of 302 Top 3.6% in 1B-3B tier
16
Asset Growth Rate
growth
Value: 15.78%
Peer Median: -
#16 of 302 Top 5.0% in 1B-3B tier
23
Loan Growth Rate
growth
Value: 15.30%
Peer Median: -
#23 of 302 Top 7.3% in 1B-3B tier
49
Net Worth Ratio
risk
Value: 13.16%
Peer Median: -
#49 of 302 Top 15.9% in 1B-3B tier

Top Weaknesses (4 metrics)

302
Members Per Employee (MPE)
engagement
Value: 167.096
Peer Median: -
#302 of 302 Bottom 0.3% in 1B-3B tier
273
Efficiency Ratio
profitability
Value: 84.14%
Peer Median: -
#273 of 302 Bottom 9.9% in 1B-3B tier
272
Total Members
engagement
Value: 54,139
Peer Median: -
#272 of 302 Bottom 10.3% in 1B-3B tier
267
Net Interest Margin (NIM)
profitability
Value: 2.54%
Peer Median: -
#267 of 302 Bottom 11.9% in 1B-3B tier
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