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BlastPoint's Credit Union Scorecard

OTERO

Charter #8475 · NM

Community 500M-750M
165 CUs in 500M-750M nationally 2 in NM
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OTERO has 4 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.91% above tier average
  • + Net Interest Margin 0.19% above tier average
  • + Efficiency Ratio: Top 4.8% in tier
  • + Net Worth Ratio: Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 34.6% in tier
  • - Stagnation Risk: Bottom 58.2% in tier
  • - Membership Headwinds: Bottom 58.2% in tier
  • - Total Loans: Bottom 5.5% in tier
  • - Indirect Auto Concentration (%): Bottom 5.5% in tier
  • - Loan-to-Share Ratio: Bottom 8.5% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 9.7% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 2 that size in New Mexico.
  • Shares and deposits +5.1% year over year ($451M in shares and deposits).
  • Membership: 33,764 members, -0.5% vs a year ago.
  • Delinquency rate 0.26%.
  • Return on assets 1.73%.
  • Efficiency ratio 57.94% vs a 76.56% peer average.
  • Loan-to-share ratio 55.55% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (NM) National Avg Tier Percentile
Members 33,764
-0.5% YoY-0.2% QoQ
-4.1K 37,897
-5.0% YoY
31,280
+3.2% YoY
34,678
+6.6% YoY
36%
Assets $535.3M
+5.9% YoY+0.5% QoQ
$-87.1M $622.4M
+0.6% YoY
$563.2M
+7.3% YoY
$593.1M
+10.2% YoY
17%
Loans $250.4M
+2.4% YoY+0.8% QoQ
$-178.1M $428.5M
-0.7% YoY
$387.4M
+10.2% YoY
$418.6M
+10.1% YoY
Bottom 4.8% in tier
Deposits $450.7M
+5.1% YoY+0.2% QoQ
$-89.1M $539.8M
+0.9% YoY
$479.3M
+6.9% YoY
$504.8M
+10.3% YoY
Bottom 11.5% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.7%
+9.6% YoY+3.4% QoQ
+0.9% 0.8%
+39.5% YoY
1.0%
+20.6% YoY
1.2%
+121.4% YoY
Top 6.7% in tier
NIM 3.7%
+3.0% YoY+1.7% QoQ
+0.2% 3.5%
+5.0% YoY
3.9%
+4.7% YoY
3.8%
+2.3% YoY
70%
Efficiency Ratio 57.9%
-7.3% YoY-1.2% QoQ
-18.6% 76.6%
-3.6% YoY
77.7%
+3.4% YoY
83.0%
-5.3% YoY
Top 4.8% in tier
Delinquency Rate 0.3%
-8.4% YoY+14.6% QoQ
-0.6 0.8%
+3.1% YoY
1.0%
+10.0% YoY
1.3%
+2.6% YoY
Top 12.7% in tier
Loan To Share 55.5%
-2.6% YoY+0.6% QoQ
-23.8% 79.3%
-1.4% YoY
70.5%
+0.9% YoY
66.4%
-1.4% YoY
Bottom 7.9% in tier
AMR $20,763
+4.7% YoY+0.6% QoQ
$-7K $27,294
+4.1% YoY
$21,119
+3.0% YoY
$20,028
-0.9% YoY
17%
CD Concentration 21.4%
+3.9% YoY-0.5% QoQ
-3.1% 24.6% 24.3% 20.0% 40%
Indirect Auto % 44.8%
-4.2% YoY-1.4% QoQ
+31.2% 13.6% 14.3% 7.7% Bottom 5.2% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Indirect Auto Dependency

risk
#37 of 476 • Bottom 34.6% in tier

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

Why This Signature
Asset Growth (YoY): 5.92%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 44.83%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -0.54%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Stagnation Risk

risk
#533 of 549 • Bottom 58.2% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.54%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 2.39%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.26%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Membership Headwinds

decline
#540 of 549 • Bottom 58.2% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.54%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 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 165 peers in tier

Top Strengths (5 metrics)

9
Efficiency Ratio
profitability
Value: 57.94%
Peer Median: 77.45%
#9 of 165 Top 4.8% in 500M-750M tier
10
Net Worth Ratio
risk
Value: 15.54%
Peer Median: 10.42%
#10 of 165 Top 5.5% in 500M-750M tier
11
Return on Assets (ROA)
profitability
Value: 1.73%
Peer Median: 0.74%
#11 of 165 Top 6.1% in 500M-750M tier
22
Total Delinquency Rate (60+ days)
risk
Value: 0.26%
Peer Median: 0.70%
#22 of 165 Top 12.7% in 500M-750M tier
40
First Mortgage Concentration (%)
balance_sheet
Value: 22.74%
Peer Median: 34.05%
#40 of 165 Top 23.6% in 500M-750M tier

Top Weaknesses (7 metrics)

157
Total Loans
balance_sheet
Value: $250.35M
Peer Median: $428.72M
#157 of 165 Bottom 5.5% in 500M-750M tier
157
Indirect Auto Concentration (%)
balance_sheet
Value: 44.83%
Peer Median: 9.93%
#157 of 165 Bottom 5.5% in 500M-750M tier
152
Loan-to-Share Ratio
balance_sheet
Value: 55.55%
Peer Median: 81.50%
#152 of 165 Bottom 8.5% in 500M-750M tier
150
Loan-to-Member Ratio (LMR)
engagement
Value: $7,415
Peer Median: $11,477
#150 of 165 Bottom 9.7% in 500M-750M tier
146
Total Deposits
balance_sheet
Value: $450.70M
Peer Median: $542.48M
#146 of 165 Bottom 12.1% in 500M-750M tier
137
Total Assets
balance_sheet
Value: $535.32M
Peer Median: $621.76M
#137 of 165 Bottom 17.6% in 500M-750M tier
137
Average Member Relationship (AMR)
engagement
Value: $20,763
Peer Median: $25,725
#137 of 165 Bottom 17.6% in 500M-750M tier
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