CharterBench

Fox Communities Credit Union

Credit UnionFISCUAppleton, WI·Est. 1937·NCUA #66731Compare ⇄
Total assets
$3.35B
+7.2% YoY
Shares & deposits
$2.63B
+9.3% YoY
Loans
$2.63B
+9.4% YoY
Members
140,872
+4.0% YoY
ROA (annualized)
1.24%
peers 0.71%
ROE (annualized)
11.92%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+7.2%+5.1%+2.1 pts
Share growth (YoY)+9.3%+4.9%+4.5 pts
Loan growth (YoY)+9.4%+5.4%+3.9 pts
ROA1.24%0.71%+0.5 pts
ROE11.9%6.3%+5.6 pts

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

Profile

Established
1937
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
2201 E Enterprise Ave, Appleton, WI, 54913
NCUA charter #
66731
RSSD ID
941699
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$3.35B$2.63B$2.63B$349.6M$10.4M1.24%3.02%0.22%140,872
Q4 2025$3.27B$2.55B$2.58B$339.2M$32.4M0.99%2.86%0.23%140,301
Q3 2025$3.23B$2.49B$2.57B$331.5M$24.7M1.02%2.80%0.32%139,167
Q2 2025$3.15B$2.42B$2.47B$321.8M$15.0M0.95%2.76%0.29%137,073
Q1 2025$3.12B$2.41B$2.40B$313.2M$6.4M0.81%2.68%0.22%135,514
Q4 2024$3.01B$2.35B$2.35B$306.8M$24.6M0.82%2.44%0.33%134,067
Q3 2024$3.13B$2.37B$2.27B$299.5M$17.2M0.73%2.26%0.29%132,863
Q2 2024$3.00B$2.38B$2.26B$293.1M$10.9M0.73%2.28%0.23%131,326

Loan mix (Q1 2026): real estate $1.13B · commercial $894.0M · consumer $553.2M · securities $415.1M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.24%Q2 2024 → Q1 20260.71%
84th
Return on equity
Annualized net income ÷ equity or net worth
11.9%Q2 2024 → Q1 20266.3%
90th
Net interest margin
Interest income − interest expense, ÷ assets
3.02%Q2 2024 → Q1 20263.32%
30th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
65.6%Q1 2025 → Q1 202673.0%
22th
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.

The full ratio pack is part of CharterBench Pro.

See Pro plan →

Similar credit unions

Selling to Fox Communities Credit Union?

Peer lists, growth filters, CSV export, CRM push.

See Pro plan →