CharterBench

Fortifi Bank

BankStateBerlin, WI·Est. 1876·www.fortifibank.com·FDIC #5286Compare ⇄
Total assets
$750.4M
+11.4% YoY
Deposits
$608.8M
+13.8% YoY
Loans
$550.5M
+4.8% YoY
Offices
10
FIRST BERLIN BCORP INC
ROA (annualized)
1.40%
peers 1.28%
ROE (annualized)
11.72%
peers 12.44%

Peer comparison 748 banks with 500M-1B in assets

MetricFortifi BankPeer medianΔ
Asset growth (YoY)+11.4%+4.9%+6.5 pts
Deposit growth (YoY)+13.8%+4.3%+9.5 pts
Loan growth (YoY)+4.8%+5.3%-0.5 pts
ROA1.40%1.28%+0.1 pts
ROE11.7%12.4%-0.7 pts

ROA ranks in the 57th percentile of its peer group · Q2 2026

Profile

Established
1876
Charter
State
Primary regulator
FDIC
Holding company
FIRST BERLIN BCORP INC
Specialization
Commercial Lending Specialization
Address
240 Broadway, Berlin, WI, 54923
County
Green Lake
Offices
10
FDIC cert #
5286
RSSD ID
111942
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$750.4M$608.8M$550.5M$90.0M$5.2M1.40%4.28%1.79%
Q1 2026$723.0M$583.9M$578.4M$87.6M$2.9M1.59%4.25%1.84%
Q4 2025$744.8M$605.3M$559.3M$87.9M$11.5M1.65%4.41%0.85%
Q3 2025$700.4M$561.1M$546.2M$87.7M$8.4M1.66%4.44%1.03%
Q2 2025$673.4M$534.9M$525.3M$84.3M$5.4M1.61%4.43%0.77%
Q1 2025$678.6M$530.0M$508.9M$81.1M$2.7M1.63%4.35%0.89%
Q4 2024$669.7M$537.7M$512.3M$77.7M$9.9M1.51%4.12%0.60%
Q3 2024$667.4M$509.4M$496.2M$78.0M$7.4M1.52%4.06%0.64%

Loan mix (Q2 2026): real estate $443.0M · commercial $101.1M · consumer $7.4M · securities $77.3M

Ratio pack Q2 2026 · peer medians from 748 institutions

Profitability
RatioFortifi BankTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.40%Q3 2024 → Q2 20261.28%
57th
Return on equity
Annualized net income ÷ equity or net worth
11.7%Q3 2024 → Q2 202612.4%
46th
Net interest margin
Interest income − interest expense, ÷ assets
4.28%Q3 2024 → Q2 20263.89%
73th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
55.4%Q3 2024 → Q2 202661.2%
33th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioFortifi BankTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioFortifi BankTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioFortifi BankTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioFortifi BankTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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