BlastPoint's Credit Union Scorecard

CLEARPATH

Charter #9556 · CA

1069 CUs in 100M-500M nationally 63 in CA

CLEARPATH has 11 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 1.9% in tier
  • + Wallet Share Momentum: Top 2.5% in tier
  • + Organic Growth Leader: Top 76.2% in tier
  • + Organic Growth Engine: Top 95.1% in tier
  • + Loan Growth Rate: Top 0.7% in tier
  • + AMR Growth Rate: Top 0.9% in tier
  • + Asset Growth Rate: Top 2.1% in tier
  • + Deposit Growth Rate: Top 3.9% in tier
  • + Loan-to-Member Ratio (LMR): Top 6.7% in tier
  • + Loan-to-Share Ratio: Top 8.7% in tier
  • + First Mortgage Concentration (%): Top 8.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 15.5% in tier
  • - Liquidity Strain: Bottom 33.0% in tier
  • - ROA 0.59% below tier average
  • - Efficiency ratio 12.48% above tier (higher cost structure)
  • - Net Interest Margin (NIM): Bottom 8.1% in tier
  • - Share Certificate Concentration (%): Bottom 8.4% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 10,760
+1.3% YoY+1.2% QoQ
-4.7K 15,437
-2.9% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
35%
Assets $217.6M
+18.7% YoY+1.5% QoQ
$-14.2M $231.9M
+1.3% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
56%
Loans $180.5M
+39.8% YoY+6.7% QoQ
+$33.1M $147.3M
-0.1% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
70%
Deposits $193.0M
+14.6% YoY-1.3% QoQ
$-7.8M $200.8M
+0.8% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
57%

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ROA 0.2%
-51.2% YoY+62.8% QoQ
-0.6% 0.8%
+18.2% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
Bottom 11.8% in tier
NIM 2.6%
-8.6% YoY+1.9% QoQ
-1.0% 3.6%
+6.7% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
Bottom 8.0% in tier
Efficiency Ratio 89.5%
+3.3% YoY-1.4% QoQ
+12.5% 77.0%
-3.1% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
Top 11.3% in tier
Delinquency Rate 0.3%
-51.9% YoY-8.7% QoQ
-0.6 0.9%
+4.2% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
18%
Loan To Share 93.5%
+22.0% YoY+8.1% QoQ
+21.3% 72.2%
-1.1% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
Top 8.8% in tier
AMR $34,705
+23.9% YoY+1.2% QoQ
+$10K $24,676
+3.4% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
Top 10.1% in tier
CD Concentration 39.5%
+86.4% YoY-2.6% QoQ
+15.1% 24.4% 21.7% 19.8% 50%
Indirect Auto % 5.9%
-15.6% YoY+70.3% QoQ
-7.9% 13.8% 9.2% 7.8% 50%

Signature Analysis

Strengths (4)

Relationship Depth Leader

growth
#6 of 268 • Top 1.9% 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): 23.90%
(Tier: 4.17%, National: 4.00%)
better than tier avg
Share Draft per Member: $2.4K
(Tier: $2.9K, National: $2.0K)
but worse than tier avg
268 of 1069 Mid-Small & Community CUs have this signature | 351 nationally
↑ Growing +46 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#14 of 513 • Top 2.5% in tier

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

Why This Signature
AMR Growth (YoY): 23.90%
(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
#325 of 426 • Top 76.2% in tier

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

Why This Signature
Member Growth (YoY): 1.34%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 5.93%
(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

Organic Growth Engine

growth
#566 of 595 • Top 95.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.34%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 0.17%
(Tier: 0.75%, National: 0.67%)
but worse than tier avg
Indirect Auto %: 5.93%
(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

Concerns (2)

Efficiency Drag

risk
#84 of 538 • Bottom 15.5% in tier

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

Why This Signature
Efficiency Ratio: 89.49%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.18% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): 1.34%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 CUs YoY | Rank improving

Liquidity Strain

risk
#76 of 228 • Bottom 33.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 93.51%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 39.81%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
228 of 1069 Mid-Small & Community CUs have this signature | 439 nationally
↓ Shrinking -37 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 (10 metrics)

8
Loan Growth Rate
growth
Value: 39.81%
Peer Median: -
#8 of 1069 Top 0.7% in 100M-500M tier
11
AMR Growth Rate
growth
Value: 23.90%
Peer Median: -
#11 of 1069 Top 0.9% in 100M-500M tier
23
Asset Growth Rate
growth
Value: 18.73%
Peer Median: -
#23 of 1069 Top 2.1% in 100M-500M tier
43
Deposit Growth Rate
growth
Value: 14.63%
Peer Median: -
#43 of 1069 Top 3.9% in 100M-500M tier
73
Loan-to-Member Ratio (LMR)
engagement
Value: $16,771
Peer Median: -
#73 of 1069 Top 6.7% in 100M-500M tier
94
Loan-to-Share Ratio
balance_sheet
Value: 93.51%
Peer Median: -
#94 of 1069 Top 8.7% in 100M-500M tier
95
First Mortgage Concentration (%)
balance_sheet
Value: 7.43%
Peer Median: -
#95 of 1069 Top 8.8% in 100M-500M tier
108
Average Member Relationship (AMR)
engagement
Value: $34,705
Peer Median: -
#108 of 1069 Top 10.0% in 100M-500M tier
139
Net Charge-Off Rate
risk
Value: 0.09%
Peer Median: -
#139 of 1069 Top 12.9% in 100M-500M tier
193
Total Delinquency Rate (60+ days)
risk
Value: 0.32%
Peer Median: -
#193 of 1069 Top 18.0% in 100M-500M tier

Top Weaknesses (5 metrics)

983
Net Interest Margin (NIM)
profitability
Value: 2.65%
Peer Median: -
#983 of 1069 Bottom 8.1% in 100M-500M tier
980
Share Certificate Concentration (%)
balance_sheet
Value: 39.51%
Peer Median: -
#980 of 1069 Bottom 8.4% in 100M-500M tier
949
Efficiency Ratio
profitability
Value: 89.49%
Peer Median: -
#949 of 1069 Bottom 11.3% in 100M-500M tier
943
Return on Assets (ROA)
profitability
Value: 0.17%
Peer Median: -
#943 of 1069 Bottom 11.9% in 100M-500M tier
914
Net Worth Ratio
risk
Value: 9.07%
Peer Median: -
#914 of 1069 Bottom 14.6% in 100M-500M tier
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