CharterBench

Community First Credit Union

Credit UnionFISCUAppleton, WI·Est. 1975·NCUA #66642Compare ⇄
Total assets
$6.66B
+8.3% YoY
Shares & deposits
$5.78B
+7.8% YoY
Loans
$4.93B
+12.4% YoY
Members
165,633
+2.9% YoY
ROA (annualized)
1.40%
peers 0.71%
ROE (annualized)
10.99%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+8.3%+5.1%+3.1 pts
Share growth (YoY)+7.8%+4.9%+3.0 pts
Loan growth (YoY)+12.4%+5.4%+7.0 pts
ROA1.40%0.71%+0.7 pts
ROE11.0%6.3%+4.7 pts

ROA ranks in the 91st percentile of its peer group · Q1 2026

Profile

Established
1975
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
Po Box 1487, Appleton, WI, 54912
NCUA charter #
66642
RSSD ID
813394
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$6.66B$5.78B$4.93B$851.3M$23.4M1.40%2.33%0.15%165,633
Q4 2025$6.37B$5.51B$4.79B$827.9M$81.5M1.28%2.21%0.15%164,558
Q3 2025$6.27B$5.43B$4.70B$806.6M$60.2M1.28%2.17%0.14%163,614
Q2 2025$6.23B$5.41B$4.54B$784.2M$37.7M1.21%2.08%0.13%162,511
Q1 2025$6.15B$5.36B$4.39B$765.7M$17.5M1.14%1.99%0.12%160,926
Q4 2024$6.03B$5.26B$4.23B$748.2M$66.3M1.10%1.93%0.12%159,598
Q3 2024$5.94B$5.18B$4.13B$732.2M$50.4M1.13%1.94%0.12%158,878
Q2 2024$5.78B$5.04B$4.06B$716.0M$33.8M1.17%1.95%0.10%157,883

Loan mix (Q1 2026): real estate $2.32B · commercial $1.81B · consumer $693.1M · securities $526.7M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.40%Q2 2024 → Q1 20260.71%
91th
Return on equity
Annualized net income ÷ equity or net worth
11.0%Q2 2024 → Q1 20266.3%
87th
Net interest margin
Interest income − interest expense, ÷ assets
2.33%Q2 2024 → Q1 20263.32%
6th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
49.1%Q1 2025 → Q1 202673.0%
1th
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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