CharterBench

Apple Federal Credit Union

Credit UnionFCUFairfax, VA·Est. 1956·NCUA #11307Compare ⇄
Total assets
$5.62B
+7.3% YoY
Shares & deposits
$4.70B
+7.8% YoY
Loans
$3.32B
-0.5% YoY
Members
267,466
-0.3% YoY
ROA (annualized)
1.95%
peers 0.71%
ROE (annualized)
17.99%
peers 6.28%

Peer comparison 450 credit unions with 1B-10B in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+7.3%+5.1%+2.2 pts
Share growth (YoY)+7.8%+4.9%+3.0 pts
Loan growth (YoY)-0.6%+5.4%-6.0 pts
ROA1.95%0.71%+1.2 pts
ROE18.0%6.3%+11.7 pts

ROA ranks in the 99th percentile of its peer group · Q1 2026

Profile

Established
1956
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
Po Box 1200, Fairfax, VA, 22038
NCUA charter #
11307
RSSD ID
625289
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$5.62B$4.70B$3.32B$608.6M$27.4M1.95%2.78%0.50%267,466
Q4 2025$5.44B$4.53B$3.33B$581.3M$45.5M0.84%2.88%0.61%266,924
Q3 2025$5.33B$4.43B$3.30B$572.9M$33.3M0.83%2.91%0.57%268,907
Q2 2025$5.28B$4.39B$3.33B$561.7M$22.1M0.84%2.89%0.60%268,999
Q1 2025$5.24B$4.35B$3.33B$550.0M$10.4M0.79%2.91%0.41%268,262
Q4 2024$4.62B$3.81B$2.95B$472.6M$34.6M0.75%2.58%0.61%252,683
Q3 2024$4.53B$3.70B$2.94B$467.2M$25.3M0.75%2.60%0.29%252,502
Q2 2024$4.49B$3.67B$2.89B$458.0M$16.2M0.72%2.56%0.26%250,857

Loan mix (Q1 2026): real estate $1.69B · commercial $563.5M · consumer $1.02B · securities $1.62B

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.95%Q2 2024 → Q1 20260.71%
99th
Return on equity
Annualized net income ÷ equity or net worth
18.0%Q2 2024 → Q1 20266.3%
99th
Net interest margin
Interest income − interest expense, ÷ assets
2.78%Q2 2024 → Q1 20263.32%
17th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
60.1%Q1 2025 → Q1 202673.0%
10th
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.

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