CharterBench

Marisol Federal Credit Union

Credit UnionFCUPhoenix, AZ·Est. 1954·NCUA #9469Compare ⇄
Total assets
$50.1M
+2.9% YoY
Shares & deposits
$41.7M
+0.9% YoY
Loans
$27.3M
-1.9% YoY
Members
5,980
-4.2% YoY
ROA (annualized)
0.33%
peers 0.60%
ROE (annualized)
2.48%
peers 4.10%

Peer comparison 2,508 credit unions with <100M in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+2.9%+1.3%+1.6 pts
Share growth (YoY)+0.9%+0.7%+0.2 pts
Loan growth (YoY)-1.9%-2.4%+0.4 pts
ROA0.33%0.60%-0.3 pts
ROE2.5%4.1%-1.6 pts

ROA ranks in the 37th percentile of its peer group · Q1 2026

Profile

Established
1954
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
Po Box 20525, Phoenix, AZ, 85036
NCUA charter #
9469
RSSD ID
17987
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$50.1M$41.7M$27.3M$6.8M$42K0.33%4.23%0.28%5,980
Q4 2025$48.6M$41.3M$27.4M$6.7M$238K0.49%4.40%0.89%6,125
Q3 2025$48.4M$41.0M$27.9M$6.7M$211K0.58%4.45%0.33%6,267
Q2 2025$49.4M$42.0M$27.9M$6.6M$107K0.43%4.24%0.71%6,397
Q1 2025$48.6M$41.3M$27.8M$6.6M$32K0.27%4.25%0.28%6,242
Q4 2024$48.0M$41.0M$28.0M$6.5M$168K0.35%4.34%0.38%6,167
Q3 2024$48.2M$41.3M$27.5M$6.5M$115K0.32%4.33%0.52%6,300
Q2 2024$50.1M$42.8M$26.9M$6.4M$70K0.28%4.17%0.73%6,390

Loan mix (Q1 2026): real estate $13.4M · commercial $188K · consumer $12.7M · securities $11.7M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.33%Q2 2024 → Q1 20260.60%
Return on equity
Annualized net income ÷ equity or net worth
2.5%Q2 2024 → Q1 20264.1%
Net interest margin
Interest income − interest expense, ÷ assets
4.23%Q2 2024 → Q1 20263.83%
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
89.0%Q1 2025 → Q1 202681.5%
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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