BlastPoint's Credit Union Scorecard

FERGUS

Charter #8881 · MT

100M-500M
1069 CUs in 100M-500M nationally 13 in MT

FERGUS has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 0.95% above tier average
  • + Net Interest Margin 0.43% above tier average

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Total Members: Bottom 8.0% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MT) National Avg Tier Percentile
Members 6,467
+1.4% YoY+0.4% QoQ
-9.0K 15,437
-2.9% YoY
10,794
+3.9% YoY
33,374
+5.7% YoY
Bottom 8.0% in tier
Assets $120.0M
+7.5% YoY+5.9% QoQ
$-111.9M $231.9M
+1.3% YoY
$197.5M
+8.6% YoY
$561.6M
+9.7% YoY
Bottom 13.4% in tier
Loans $85.3M
+9.9% YoY-0.5% QoQ
$-62.0M $147.3M
-0.1% YoY
$129.1M
+6.1% YoY
$397.0M
+8.8% YoY
25%
Deposits $104.1M
+6.8% YoY+6.3% QoQ
$-96.7M $200.8M
+0.8% YoY
$168.5M
+7.6% YoY
$477.3M
+9.7% YoY
Bottom 13.3% in tier

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Tier 1
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Performance signatures (strengths & concerns)
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ROA 1.7%
+29.2% YoY+2.6% QoQ
+1.0% 0.8%
+18.2% YoY
0.7%
-27.4% YoY
0.7%
+15.9% YoY
Top 5.8% in tier
NIM 4.0%
+9.5% YoY+0.2% QoQ
+0.4% 3.6%
+6.7% YoY
3.7%
+4.3% YoY
3.8%
+5.1% YoY
74%
Efficiency Ratio 62.5%
-12.0% YoY+0.1% QoQ
-14.5% 77.0%
-3.1% YoY
76.7%
+2.1% YoY
79.7%
-3.3% YoY
Top 10.2% in tier
Delinquency Rate 0.6%
+89.4% YoY-26.7% QoQ
-0.3 0.9%
+4.2% YoY
0.9%
-14.9% YoY
1.3%
-2.1% YoY
39%
Loan To Share 81.9%
+2.9% YoY-6.5% QoQ
+9.7% 72.2%
-1.1% YoY
67.3%
-2.3% YoY
67.4%
-1.7% YoY
69%
AMR $29,288
+6.7% YoY+2.7% QoQ
+$5K $24,676
+3.4% YoY
$21,802
+3.7% YoY
$19,687
+2.0% YoY
80%
CD Concentration 25.1%
-5.0% YoY-4.7% QoQ
+0.7% 24.4% 17.9% 19.8% 50%
Indirect Auto % 9.0%
-7.8% YoY+8.4% QoQ
-4.8% 13.8% 6.1% 7.8% 50%

Signature Analysis

Strengths (5)

Relationship Depth Leader

growth
#91 of 268 • Top 50.0% 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): 6.67%
(Tier: 4.17%, National: 4.00%)
better than tier avg
Share Draft per Member: $3.5K
(Tier: $2.9K, National: $2.0K)
better than tier avg
268 of 1069 Mid-Small & Community CUs have this signature | 351 nationally
↑ Growing +46 CUs YoY | New qualifier

Organic Growth Engine

growth
#213 of 595 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.38%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 1.72%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 8.95%
(Tier: 13.79%, National: 7.78%)
better than tier avg
595 of 1069 Mid-Small & Community CUs have this signature | 913 nationally
→ No prior data (595 CUs now) | New qualifier

Emerging Performer

growth
#88 of 182 • Top 50.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.72%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Member Growth (YoY): 1.38%
(Tier: 0.69%, National: 4.32%)
better than tier avg
182 of 1069 Mid-Small & Community CUs have this signature | 282 nationally
→ No prior data (182 CUs now) | New qualifier

Wallet Share Momentum

growth
#355 of 513 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 6.67%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | Rank worsening

Organic Growth Leader

growth
#316 of 426 • Top 50.0% in tier

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

Why This Signature
Member Growth (YoY): 1.38%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 8.95%
(Tier: 13.79%, National: 7.78%)
better than tier avg
426 of 1069 Mid-Small & Community CUs have this signature | 609 nationally
→ No prior data (426 CUs now) | New qualifier

Concerns (2)

Credit Risk Growth

risk
#90 of 456 • Bottom 50.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 9.86%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.27% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
456 of 1069 Mid-Small & Community CUs have this signature | 665 nationally
→ No prior data (456 CUs now) | New qualifier

Credit Quality Pressure

risk
#279 of 705 • Bottom 50.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.27% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | 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 1069 peers in tier

Top Strengths (7 metrics)

62
Return on Assets (ROA)
profitability
Value: 1.72%
Peer Median: -
#62 of 1069 Top 5.7% in 100M-500M tier
110
Efficiency Ratio
profitability
Value: 62.51%
Peer Median: -
#110 of 1069 Top 10.2% in 100M-500M tier
153
Net Charge-Off Rate
risk
Value: 0.10%
Peer Median: -
#153 of 1069 Top 14.2% in 100M-500M tier
174
Loan Growth Rate
growth
Value: 9.86%
Peer Median: -
#174 of 1069 Top 16.2% in 100M-500M tier
186
Loan-to-Member Ratio (LMR)
engagement
Value: $13,191
Peer Median: -
#186 of 1069 Top 17.3% in 100M-500M tier
204
First Mortgage Concentration (%)
balance_sheet
Value: 14.27%
Peer Median: -
#204 of 1069 Top 19.0% in 100M-500M tier
215
Average Member Relationship (AMR)
engagement
Value: $29,288
Peer Median: -
#215 of 1069 Top 20.0% in 100M-500M tier

Top Weaknesses (3 metrics)

984
Total Members
engagement
Value: 6,467
Peer Median: -
#984 of 1069 Bottom 8.0% in 100M-500M tier
927
Total Deposits
balance_sheet
Value: $104.10M
Peer Median: -
#927 of 1069 Bottom 13.4% in 100M-500M tier
926
Total Assets
balance_sheet
Value: $119.99M
Peer Median: -
#926 of 1069 Bottom 13.5% in 100M-500M tier
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