CharterBench

Alpena-Alcona Area Credit Union

Credit UnionFISCUAlpena, MI·Est. 1953·NCUA #62035Compare ⇄
Total assets
$957.6M
+8.6% YoY
Shares & deposits
$835.5M
+8.0% YoY
Loans
$589.8M
+13.5% YoY
Members
49,570
+2.8% YoY
ROA (annualized)
1.53%
peers 0.62%
ROE (annualized)
12.70%
peers 5.92%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+8.6%+4.8%+3.8 pts
Share growth (YoY)+8.0%+4.3%+3.7 pts
Loan growth (YoY)+13.5%+4.3%+9.2 pts
ROA1.53%0.62%+0.9 pts
ROE12.7%5.9%+6.8 pts

ROA ranks in the 92nd percentile of its peer group · Q1 2026

Profile

Established
1953
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
Po Box 515, Alpena, MI, 49707
NCUA charter #
62035
RSSD ID
793197
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$957.6M$835.5M$589.8M$115.7M$3.7M1.53%3.41%0.61%49,570
Q4 2025$930.8M$810.9M$588.5M$112.0M$13.4M1.44%3.40%0.79%49,171
Q3 2025$918.8M$800.9M$573.5M$109.8M$10.8M1.57%3.38%0.73%48,818
Q2 2025$902.9M$788.4M$551.7M$105.7M$6.7M1.49%3.33%0.64%48,251
Q1 2025$881.7M$773.4M$519.7M$102.2M$3.2M1.46%3.27%0.50%48,198
Q4 2024$861.4M$755.5M$511.8M$99.0M$10.7M1.25%3.20%0.72%47,873
Q3 2024$841.8M$737.8M$490.8M$97.1M$8.5M1.35%3.23%0.72%47,316
Q2 2024$821.6M$720.2M$474.6M$93.9M$5.3M1.29%3.22%0.73%46,733

Loan mix (Q1 2026): real estate $200.1M · commercial $53.8M · consumer $248.1M · securities $181.0M

Ratio pack Q1 2026 · peer medians from 284 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.53%Q2 2024 → Q1 20260.62%
92th
Return on equity
Annualized net income ÷ equity or net worth
12.7%Q2 2024 → Q1 20265.9%
92th
Net interest margin
Interest income − interest expense, ÷ assets
3.41%Q2 2024 → Q1 20263.48%
44th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
57.1%Q1 2025 → Q1 202678.3%
5th
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
RatioValueTrend (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
RatioValueTrend (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
RatioValueTrend (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
RatioValueTrend (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.

The full ratio pack is part of CharterBench Pro.

See Pro plan →

Similar credit unions

Selling to Alpena-Alcona Area Credit Union?

Peer lists, growth filters, CSV export, CRM push.

See Pro plan →