CharterBench

Ascend Federal Credit Union

Credit UnionFCUTullahoma, TN·Est. 1951·NCUA #7397Compare ⇄
Total assets
$4.75B
+4.2% YoY
Shares & deposits
$3.82B
+4.4% YoY
Loans
$3.46B
+6.5% YoY
Members
265,513
+6.6% YoY
ROA (annualized)
1.25%
peers 0.71%
ROE (annualized)
8.61%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+4.2%+5.1%-1.0 pts
Share growth (YoY)+4.4%+4.9%-0.5 pts
Loan growth (YoY)+6.5%+5.4%+1.1 pts
ROA1.25%0.71%+0.5 pts
ROE8.6%6.3%+2.3 pts

ROA ranks in the 84th percentile of its peer group · Q1 2026

Profile

Established
1951
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
Po Box 1210, Tullahoma, TN, 37388
NCUA charter #
7397
RSSD ID
290986
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$4.75B$3.82B$3.46B$690.9M$14.9M1.25%3.24%0.42%265,513
Q4 2025$4.67B$3.71B$3.42B$676.0M$53.6M1.15%2.97%0.52%263,809
Q3 2025$4.62B$3.67B$3.38B$662.3M$39.0M1.13%2.93%0.49%262,097
Q2 2025$4.58B$3.66B$3.35B$647.9M$24.5M1.07%2.88%0.53%259,346
Q1 2025$4.56B$3.66B$3.25B$634.9M$11.5M1.01%2.75%0.35%249,130
Q4 2024$4.41B$3.54B$3.19B$623.4M$40.3M0.91%2.65%0.43%249,130
Q3 2024$4.39B$3.50B$3.13B$612.9M$28.8M0.87%2.59%0.39%246,410
Q2 2024$4.35B$3.48B$3.10B$602.5M$18.4M0.84%2.76%0.31%243,589

Loan mix (Q1 2026): real estate $1.53B · commercial $341.7M · consumer $1.55B · securities $840.3M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.25%Q2 2024 → Q1 20260.71%
84th
Return on equity
Annualized net income ÷ equity or net worth
8.6%Q2 2024 → Q1 20266.3%
71th
Net interest margin
Interest income − interest expense, ÷ assets
3.24%Q2 2024 → Q1 20263.32%
45th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
62.4%Q1 2025 → Q1 202673.0%
15th
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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