CharterBench

Coastal Federal Credit Union

Credit UnionFCURaleigh, NC·Est. 1967·NCUA #18297Compare ⇄
Total assets
$6.21B
+8.5% YoY
Shares & deposits
$5.35B
+9.0% YoY
Loans
$4.22B
+3.7% YoY
Members
345,251
+1.8% YoY
ROA (annualized)
0.64%
peers 0.71%
ROE (annualized)
6.65%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+8.5%+5.1%+3.4 pts
Share growth (YoY)+9.0%+4.9%+4.1 pts
Loan growth (YoY)+3.7%+5.4%-1.7 pts
ROA0.64%0.71%-0.1 pts
ROE6.7%6.3%+0.4 pts

ROA ranks in the 44th percentile of its peer group · Q1 2026

Profile

Established
1967
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
1000 Saint Albans Dr, Raleigh, NC, 27609
NCUA charter #
18297
RSSD ID
398583
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$6.21B$5.35B$4.22B$597.4M$9.9M0.64%3.08%0.75%345,251
Q4 2025$6.03B$5.17B$4.20B$587.5M$50.5M0.84%3.10%0.78%343,471
Q3 2025$5.83B$4.99B$4.21B$581.8M$41.3M0.94%3.18%0.66%342,227
Q2 2025$5.78B$4.96B$4.17B$565.1M$24.6M0.85%3.13%0.81%341,944
Q1 2025$5.72B$4.91B$4.07B$549.8M$9.3M0.65%3.07%0.64%339,091
Q4 2024$5.51B$4.71B$4.07B$540.5M$41.2M0.75%3.11%0.72%336,958
Q3 2024$5.35B$4.56B$4.08B$538.3M$35.4M0.88%3.16%0.68%334,816
Q2 2024$5.23B$4.55B$4.09B$523.9M$20.9M0.80%3.18%0.65%333,222

Loan mix (Q1 2026): real estate $2.04B · commercial $176.5M · consumer $2.00B · securities $910.4M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.64%Q2 2024 → Q1 20260.71%
44th
Return on equity
Annualized net income ÷ equity or net worth
6.7%Q2 2024 → Q1 20266.3%
53th
Net interest margin
Interest income − interest expense, ÷ assets
3.08%Q2 2024 → Q1 20263.32%
36th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
69.1%Q1 2025 → Q1 202673.0%
36th
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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