CharterBench

Genesis Bank

BankStateNewport Beach, CA·Est. 2021·www.mygenesisbank.com·FDIC #59245Compare ⇄
Total assets
$340.3M
-29.3% YoY
Deposits
$292.4M
-31.9% YoY
Loans
$257.6M
-13.5% YoY
Offices
2
ROA (annualized)
-0.24%
peers 1.24%
ROE (annualized)
-2.13%
peers 11.87%

Peer comparison 1,900 banks with 100M-500M in assets

MetricGenesis BankPeer medianΔ
Asset growth (YoY)-29.3%+4.4%-33.6 pts
Deposit growth (YoY)-31.9%+4.0%-35.9 pts
Loan growth (YoY)-13.5%+5.6%-19.1 pts
ROA-0.24%1.24%-1.5 pts
ROE-2.1%11.9%-14.0 pts

ROA ranks in the 2nd percentile of its peer group · Q2 2026

Profile

Established
2021
Charter
State
Primary regulator
FDIC
Specialization
Commercial Lending Specialization
Address
4675 Macarthur Ct, Newport Beach, CA, 92660
County
Orange
Metro area
Los Angeles-Long Beach-Anaheim, CA
Offices
2
FDIC cert #
59245
RSSD ID
5620869
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$340.3M$292.4M$257.6M$43.3M$-466K-0.24%3.60%0.03%
Q1 2026$405.5M$356.6M$261.3M$43.8M$16K0.02%3.59%0.05%
Q4 2025$415.3M$365.6M$268.1M$43.9M$1.0M0.29%3.08%0.05%
Q3 2025$418.7M$368.8M$294.3M$43.1M$148K0.06%2.75%0.10%
Q2 2025$481.2M$429.6M$297.9M$43.7M$757K0.50%2.22%0.12%
Q1 2025$241.6M$190.2M$136.4M$41.0M$-1.9M-3.57%2.67%0.00%
Q4 2024$184.9M$131.1M$136.7M$42.9M$-6.4M-3.30%3.26%0.00%
Q3 2024$197.3M$141.7M$140.2M$44.5M$-4.8M-3.27%3.25%0.00%

Loan mix (Q2 2026): real estate $248.3M · commercial $12.5M · consumer $0 · securities $0

Ratio pack Q2 2026 · peer medians from 1900 institutions

Profitability
RatioGenesis BankTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
-0.24%Q3 2024 → Q2 20261.24%
2th
Return on equity
Annualized net income ÷ equity or net worth
-2.1%Q3 2024 → Q2 202611.9%
3th
Net interest margin
Interest income − interest expense, ÷ assets
3.60%Q3 2024 → Q2 20263.96%
32th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
107.3%Q3 2024 → Q2 202662.9%
98th
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
RatioGenesis 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
RatioGenesis 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
RatioGenesis 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
RatioGenesis 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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