CharterBench

Certified Federal Credit Union

Credit UnionFCUEl Monte, CA·Est. 1954·NCUA #9230Compare ⇄
Total assets
$920.0M
+2.8% YoY
Shares & deposits
$720.8M
+1.8% YoY
Loans
$570.9M
+1.6% YoY
Members
58,317
-10.4% YoY
ROA (annualized)
1.25%
peers 0.62%
ROE (annualized)
6.10%
peers 5.92%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+2.8%+4.8%-1.9 pts
Share growth (YoY)+1.8%+4.3%-2.5 pts
Loan growth (YoY)+1.6%+4.3%-2.8 pts
ROA1.25%0.62%+0.6 pts
ROE6.1%5.9%+0.2 pts

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

Profile

Established
1954
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
4455 Arden Dr, El Monte, CA, 91731
NCUA charter #
9230
RSSD ID
345886
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$920.0M$720.8M$570.9M$188.8M$2.9M1.25%3.89%0.42%58,317
Q4 2025$903.1M$707.4M$569.7M$185.9M$11.5M1.27%3.84%0.57%60,018
Q3 2025$898.6M$705.6M$569.6M$184.3M$8.9M1.33%3.81%0.51%66,925
Q2 2025$895.9M$704.7M$566.6M$181.2M$5.8M1.30%3.77%0.41%66,013
Q1 2025$894.7M$707.9M$562.2M$178.1M$2.7M1.21%3.69%0.38%65,095
Q4 2024$871.7M$687.8M$569.1M$173.7M$11.5M1.31%3.48%0.63%64,912
Q3 2024$782.4M$608.9M$511.2M$164.9M$6.9M1.18%3.81%0.71%158,395
Q2 2024$787.9M$617.0M$516.6M$162.8M$4.8M1.23%3.79%0.51%58,108

Loan mix (Q1 2026): real estate $326.2M · commercial $8.6M · consumer $229.0M · securities $249.2M

Ratio pack Q1 2026 · peer medians from 284 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.25%Q2 2024 → Q1 20260.62%
84th
Return on equity
Annualized net income ÷ equity or net worth
6.1%Q2 2024 → Q1 20265.9%
52th
Net interest margin
Interest income − interest expense, ÷ assets
3.89%Q2 2024 → Q1 20263.48%
80th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
64.9%Q1 2025 → Q1 202678.3%
14th
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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