CharterBench

Align Credit Union

Credit UnionFISCULowell, MA·Est. 1922·NCUA #66365Compare ⇄
Total assets
$642.1M
-2.4% YoY
Shares & deposits
$564.8M
-1.2% YoY
Loans
$407.4M
+5.4% YoY
Members
26,989
-3.1% YoY
ROA (annualized)
-0.54%
peers 0.62%
ROE (annualized)
-6.11%
peers 5.92%

Peer comparison 284 credit unions with 500M-1B in assets

MetricAlign Credit UnionPeer medianΔ
Asset growth (YoY)-2.4%+4.8%-7.2 pts
Share growth (YoY)-1.2%+4.3%-5.5 pts
Loan growth (YoY)+5.3%+4.3%+1.0 pts
ROA-0.54%0.62%-1.2 pts
ROE-6.1%5.9%-12.0 pts

ROA ranks in the 1st percentile of its peer group · Q1 2026

Profile

Established
1922
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
87 Hale St, Lowell, MA, 01851
NCUA charter #
66365
RSSD ID
437398
Latest call report
Q1 2026

Total assets last 8 quarters

Q2 2024 → Q1 2026

Members last 8 quarters

Q2 2024 → Q1 2026

Quarterly financials NCUA 5300 call report

QuarterAssetsSharesLoansNet worthNet income YTDROANIMDelinquencyMembers
Q1 2026$642.1M$564.8M$407.4M$57.1M$-871K-0.54%2.67%1.64%26,989
Q4 2025$647.3M$558.6M$401.2M$57.9M$-5.2M-0.80%2.31%1.89%27,024
Q3 2025$647.3M$555.3M$391.3M$59.6M$-3.9M-0.80%2.24%1.71%27,762
Q2 2025$652.1M$565.9M$384.8M$60.1M$-3.4M-1.05%2.15%0.75%27,804
Q1 2025$657.8M$571.5M$386.7M$61.6M$-2.2M-1.35%2.04%0.58%27,857
Q4 2024$668.1M$558.1M$393.4M$63.8M$-8.3M-1.25%1.79%0.89%27,904
Q3 2024$679.5M$555.2M$393.3M$66.9M$-5.7M-1.12%1.73%0.67%28,510
Q2 2024$681.8M$560.3M$395.1M$69.1M$-3.5M-1.04%1.74%0.78%31,236

Loan mix (Q1 2026): real estate $285.6M · commercial $68.3M · consumer $49.7M · securities $212.2M

Ratio pack Q1 2026 · peer medians from 284 institutions

Profitability
RatioAlign Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
-0.54%Q2 2024 → Q1 20260.62%
1th
Return on equity
Annualized net income ÷ equity or net worth
-6.1%Q2 2024 → Q1 20265.9%
1th
Net interest margin
Interest income − interest expense, ÷ assets
2.67%Q2 2024 → Q1 20263.48%
8th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
111.4%Q1 2025 → Q1 202678.3%
99th
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
RatioAlign Credit UnionTrend (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
RatioAlign Credit UnionTrend (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
RatioAlign Credit UnionTrend (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
RatioAlign Credit UnionTrend (8q)Peer medianPeer percentile
Loans per member
Member borrowing depth
00.0%
00.0%
Deposits per member
Member relationship depth
00.0%
00.0%
12 more ratios, with trends and peer percentiles.

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