BlastPoint's Credit Union Scorecard

CARTER

Charter #9164 · LA

Community 500M-750M
165 CUs in 500M-750M nationally 1 in LA
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CARTER has 6 strengths but faces 15 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 88.8% in tier
  • + Fee Income Per Member: Top 1.8% in tier
  • + Total Assets: Top 3.0% in tier
  • + Loan-to-Share Ratio: Top 6.7% in tier
  • + Total Loans: Top 7.3% in tier
  • + Loan-to-Member Ratio (LMR): Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 0.0% in tier
  • - Institutional Decline: Bottom 0.4% in tier
  • - Membership Headwinds: Bottom 5.8% in tier
  • - Credit Quality Pressure: Bottom 7.0% in tier
  • - Liquidity Strain: Bottom 54.2% in tier
  • - ROA 1.07% below tier average
  • - Delinquency rate 3.08% above tier average
  • - Member decline: -10.9% YoY
  • - Total Delinquency Rate (60+ days): Bottom 0.6% in tier
  • - Net Charge-Off Rate: Bottom 0.6% in tier
  • - Member Growth Rate: Bottom 2.4% in tier
  • - Share Certificate Concentration (%): Bottom 2.4% in tier
  • - Loan Growth Rate: Bottom 3.0% in tier
  • - Asset Growth Rate: Bottom 3.6% in tier
  • - Deposit Growth Rate: Bottom 3.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (LA) National Avg Tier Percentile
Members 31,529
-10.9% YoY-9.4% QoQ
-7.0K 38,575
-4.8% YoY
9,309
+1.0% YoY
33,374
+5.7% YoY
24%
Assets $737.1M
-6.0% YoY-0.8% QoQ
+$115.4M $621.7M
+0.1% YoY
$122.7M
+4.8% YoY
$561.6M
+9.7% YoY
Top 3.6% in tier
Loans $556.9M
-11.1% YoY-3.8% QoQ
+$127.1M $429.8M
-1.8% YoY
$87.2M
+3.5% YoY
$397.0M
+8.8% YoY
Top 7.9% in tier
Deposits $559.8M
-6.9% YoY-0.0% QoQ
+$21.0M $538.7M
+0.6% YoY
$104.9M
+5.6% YoY
$477.3M
+9.7% YoY
66%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.4%
+53.7% YoY-213.2% QoQ
-1.1% 0.7%
+42.9% YoY
0.3%
+12.6% YoY
0.7%
+15.9% YoY
Bottom 1.2% in tier
NIM 2.9%
+8.8% YoY+2.5% QoQ
-0.5% 3.4%
+8.0% YoY
4.2%
+2.9% YoY
3.8%
+5.1% YoY
18%
Efficiency Ratio 74.2%
-3.5% YoY-0.7% QoQ
-3.3% 77.5%
-4.1% YoY
85.6%
-13.2% YoY
79.7%
-3.3% YoY
33%
Delinquency Rate 3.9%
+29.5% YoY+4.7% QoQ
+3.1 0.8%
-1.1% YoY
1.9%
-8.2% YoY
1.3%
-2.1% YoY
Top 0.6% in tier
Loan To Share 99.5%
-4.4% YoY-3.8% QoQ
+19.7% 79.8%
-2.3% YoY
71.2%
-2.0% YoY
67.4%
-1.7% YoY
Top 7.3% in tier
AMR $35,418
+2.1% YoY+8.2% QoQ
+$9K $26,849
+2.7% YoY
$13,375
+3.1% YoY
$19,687
+2.0% YoY
Top 12.1% in tier
CD Concentration 43.6%
-5.8% YoY-1.0% QoQ
+19.1% 24.4% 15.2% 19.8% Top 4.1% in tier
Indirect Auto % 12.5%
-11.7% YoY+20.8% QoQ
-1.3% 13.8% 5.0% 7.8% 58%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#238 of 268 • Top 88.8% 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): 2.07%
(Tier: 4.17%, National: 4.00%)
but worse than tier avg
Share Draft per Member: $2.0K
(Tier: $2.9K, National: $2.0K)
but worse than tier avg
268 of 282 Community CUs have this signature | 351 nationally
↑ Growing +46 CUs YoY | Rank worsening

Concerns (5)

Stagnation Risk

risk
#1 of 554 • Bottom 0.0% 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): -10.88%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -11.05%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 3.92%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Institutional Decline

decline
#2 of 240 • Bottom 0.4% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $737.14M
(Tier: $334.15M, National: $561.61M)
but better than tier avg
Member Growth (YoY): -10.88%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -11.05%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
240 of 282 Community CUs have this signature | 277 nationally
→ No prior data (240 CUs now) | New qualifier

Membership Headwinds

decline
#33 of 554 • Bottom 5.8% in tier

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

Why This Signature
Member Growth (YoY): -10.88%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Credit Quality Pressure

risk
#50 of 705 • Bottom 7.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.89% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
969 nationally
↓ Shrinking -150 CUs YoY

Liquidity Strain

risk
#124 of 228 • Bottom 54.2% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 99.50%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): -11.05%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
228 of 282 Community CUs have this signature | 439 nationally
↓ Shrinking -37 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 (6 metrics)

4
Fee Income Per Member
profitability
Value: $357.99
Peer Median: -
#4 of 165 Top 1.8% in 500M-750M tier
6
Total Assets
balance_sheet
Value: $737.14M
Peer Median: -
#6 of 165 Top 3.0% in 500M-750M tier
12
Loan-to-Share Ratio
balance_sheet
Value: 99.50%
Peer Median: -
#12 of 165 Top 6.7% in 500M-750M tier
13
Total Loans
balance_sheet
Value: $556.94M
Peer Median: -
#13 of 165 Top 7.3% in 500M-750M tier
14
Loan-to-Member Ratio (LMR)
engagement
Value: $17,664
Peer Median: -
#14 of 165 Top 7.9% in 500M-750M tier
20
Average Member Relationship (AMR)
engagement
Value: $35,418
Peer Median: -
#20 of 165 Top 11.5% in 500M-750M tier

Top Weaknesses (12 metrics)

165
Total Delinquency Rate (60+ days)
risk
Value: 3.92%
Peer Median: -
#165 of 165 Bottom 0.6% in 500M-750M tier
165
Net Charge-Off Rate
risk
Value: 2.91%
Peer Median: -
#165 of 165 Bottom 0.6% in 500M-750M tier
163
Return on Assets (ROA)
profitability
Value: -0.42%
Peer Median: -
#163 of 165 Bottom 1.8% in 500M-750M tier
162
Member Growth Rate
growth
Value: -10.88%
Peer Median: -
#162 of 165 Bottom 2.4% in 500M-750M tier
162
Share Certificate Concentration (%)
balance_sheet
Value: 43.56%
Peer Median: -
#162 of 165 Bottom 2.4% in 500M-750M tier
161
Loan Growth Rate
growth
Value: -11.05%
Peer Median: -
#161 of 165 Bottom 3.0% in 500M-750M tier
160
Asset Growth Rate
growth
Value: -5.99%
Peer Median: -
#160 of 165 Bottom 3.6% in 500M-750M tier
160
Deposit Growth Rate
growth
Value: -6.94%
Peer Median: -
#160 of 165 Bottom 3.6% in 500M-750M tier
139
First Mortgage Concentration (%)
balance_sheet
Value: 47.67%
Peer Median: -
#139 of 165 Bottom 16.4% in 500M-750M tier
137
Net Worth Ratio
risk
Value: 8.92%
Peer Median: -
#137 of 165 Bottom 17.6% in 500M-750M tier
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