CharterBench

The Bank of Monroe

BankStateUnion, WV·Est. 1903·www.mybankofmonroe.com·FDIC #6180Compare ⇄
Total assets
$255.4M
+5.2% YoY
Deposits
$224.2M
+4.1% YoY
Loans
$155.0M
+7.2% YoY
Offices
3
UNION BANKSHARES INC
ROA (annualized)
1.38%
peers 1.24%
ROE (annualized)
12.01%
peers 11.87%

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

MetricThe Bank of MonroePeer medianΔ
Asset growth (YoY)+5.2%+4.4%+0.8 pts
Deposit growth (YoY)+4.1%+4.0%+0.2 pts
Loan growth (YoY)+7.2%+5.6%+1.6 pts
ROA1.38%1.24%+0.1 pts
ROE12.0%11.9%+0.1 pts

ROA ranks in the 59th percentile of its peer group · Q2 2026

Profile

Established
1903
Charter
State
Primary regulator
FED
Holding company
UNION BANKSHARES INC
Specialization
All Other Under 1 Billion
Address
39 Main St, Union, WV, 24983
County
Monroe
Offices
3
FDIC cert #
6180
RSSD ID
849432
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$255.4M$224.2M$155.0M$30.0M$1.7M1.38%3.81%0.21%
Q1 2026$251.2M$221.3M$154.2M$28.7M$876K1.39%3.73%0.21%
Q4 2025$252.2M$222.7M$151.5M$28.5M$2.9M1.18%3.61%0.20%
Q3 2025$251.9M$222.9M$147.0M$27.8M$2.1M1.16%3.54%0.22%
Q2 2025$242.8M$215.3M$144.6M$26.7M$1.5M1.24%3.51%0.23%
Q1 2025$241.9M$215.1M$142.9M$25.7M$735K1.22%3.38%0.22%
Q4 2024$238.4M$213.0M$138.9M$24.5M$2.3M0.99%3.35%0.06%
Q3 2024$238.5M$211.4M$134.0M$25.9M$1.7M1.00%3.32%0.20%

Loan mix (Q2 2026): real estate $137.1M · commercial $12.6M · consumer $3.5M · securities $67.9M

Ratio pack Q2 2026 · peer medians from 1900 institutions

Profitability
RatioThe Bank of MonroeTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.38%Q3 2024 → Q2 20261.24%
59th
Return on equity
Annualized net income ÷ equity or net worth
12.0%Q3 2024 → Q2 202611.9%
51th
Net interest margin
Interest income − interest expense, ÷ assets
3.81%Q3 2024 → Q2 20263.96%
42th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
58.0%Q3 2024 → Q2 202662.9%
35th
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
RatioThe Bank of MonroeTrend (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
RatioThe Bank of MonroeTrend (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
RatioThe Bank of MonroeTrend (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
RatioThe Bank of MonroeTrend (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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