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 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.93% above tier average
  • + Net Interest Margin 0.20% above tier average
  • + Efficiency Ratio: Top 2.4% in tier
  • + Net Worth Ratio: Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 5.3% in tier
  • - Stagnation Risk: Bottom 91.3% in tier
  • - Membership Headwinds: Bottom 93.7% in tier
  • - Total Loans: Bottom 5.5% in tier
  • - Indirect Auto Concentration (%): Bottom 5.5% in tier
  • - Total Deposits: Bottom 6.7% in tier
  • - Loan-to-Share Ratio: Bottom 8.5% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 8.5% in tier
  • - Total Assets: Bottom 9.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (NM) National Avg Tier Percentile
Members 33,773
-0.8% YoY-0.5% QoQ
-4.8K 38,575
-4.8% YoY
30,637
+9.7% YoY
33,374
+5.7% YoY
34%
Assets $519.7M
+6.8% YoY+2.2% QoQ
$-102.0M $621.7M
+0.1% YoY
$552.5M
+15.5% YoY
$561.6M
+9.7% YoY
Bottom 8.5% in tier
Loans $249.4M
+1.3% YoY+0.6% QoQ
$-180.4M $429.8M
-1.8% YoY
$373.6M
+15.3% YoY
$397.0M
+8.8% YoY
Bottom 4.8% in tier
Deposits $438.4M
+5.4% YoY+2.1% QoQ
$-100.3M $538.7M
+0.6% YoY
$467.0M
+13.7% YoY
$477.3M
+9.7% YoY
Bottom 6.1% 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 1.6%
+34.3% YoY-2.5% QoQ
+0.9% 0.7%
+42.9% YoY
0.9%
+81.1% YoY
0.7%
+15.9% YoY
Top 4.2% in tier
NIM 3.6%
+14.0% YoY-0.6% QoQ
+0.2% 3.4%
+8.0% YoY
3.9%
+5.3% YoY
3.8%
+5.1% YoY
68%
Efficiency Ratio 60.0%
-7.5% YoY-1.9% QoQ
-17.6% 77.5%
-4.1% YoY
74.2%
-10.1% YoY
79.7%
-3.3% YoY
Bottom 2.4% in tier
Delinquency Rate 0.4%
-12.2% YoY+17.4% QoQ
-0.4 0.8%
-1.1% YoY
1.0%
-7.4% YoY
1.3%
-2.1% YoY
22%
Loan To Share 56.9%
-3.9% YoY-1.5% QoQ
-23.0% 79.8%
-2.3% YoY
71.2%
-0.7% YoY
67.4%
-1.7% YoY
Bottom 7.9% in tier
AMR $20,366
+4.7% YoY+2.1% QoQ
$-6K $26,849
+2.7% YoY
$20,852
+6.0% YoY
$19,687
+2.0% YoY
16%
CD Concentration 21.9%
+6.2% YoY+2.7% QoQ
-2.6% 24.4% 24.1% 19.8% 41%
Indirect Auto % 45.9%
-3.1% YoY-1.3% QoQ
+32.1% 13.8% 14.3% 7.8% Top 4.5% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Indirect Auto Dependency

risk
#28 of 506 • Bottom 5.3% in tier

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

Why This Signature
Asset Growth (YoY): 6.79%
(Tier: 5.37%, National: 3.54%)
but better than tier avg
Indirect Auto %: 45.90%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): -0.76%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
745 nationally
↓ Shrinking -35 CUs YoY | Rank improving

Stagnation Risk

risk
#506 of 554 • Bottom 91.3% 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): -0.76%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 1.28%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 0.42%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Membership Headwinds

decline
#519 of 554 • Bottom 93.7% in tier

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

Why This Signature
Member Growth (YoY): -0.76%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
652 nationally
→ No prior data (554 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 165 peers in tier

Top Strengths (4 metrics)

5
Efficiency Ratio
profitability
Value: 59.95%
Peer Median: -
#5 of 165 Top 2.4% in 500M-750M tier
7
Return on Assets (ROA)
profitability
Value: 1.59%
Peer Median: -
#7 of 165 Top 3.6% in 500M-750M tier
10
Net Worth Ratio
risk
Value: 15.15%
Peer Median: -
#10 of 165 Top 5.5% in 500M-750M tier
38
Total Delinquency Rate (60+ days)
risk
Value: 0.42%
Peer Median: -
#38 of 165 Top 22.4% in 500M-750M tier

Top Weaknesses (7 metrics)

157
Total Loans
balance_sheet
Value: $249.41M
Peer Median: -
#157 of 165 Bottom 5.5% in 500M-750M tier
157
Indirect Auto Concentration (%)
balance_sheet
Value: 45.90%
Peer Median: -
#157 of 165 Bottom 5.5% in 500M-750M tier
155
Total Deposits
balance_sheet
Value: $438.43M
Peer Median: -
#155 of 165 Bottom 6.7% in 500M-750M tier
152
Loan-to-Share Ratio
balance_sheet
Value: 56.89%
Peer Median: -
#152 of 165 Bottom 8.5% in 500M-750M tier
152
Loan-to-Member Ratio (LMR)
engagement
Value: $7,385
Peer Median: -
#152 of 165 Bottom 8.5% in 500M-750M tier
151
Total Assets
balance_sheet
Value: $519.74M
Peer Median: -
#151 of 165 Bottom 9.1% in 500M-750M tier
139
Average Member Relationship (AMR)
engagement
Value: $20,366
Peer Median: -
#139 of 165 Bottom 16.4% in 500M-750M tier
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