CharterBench

New South Credit Union

Credit UnionFISCUKnoxville, TN·Est. 1952·NCUA #60645Compare ⇄
Total assets
$90.3M
+11.6% YoY
Shares & deposits
$76.6M
+12.0% YoY
Loans
$33.6M
-7.0% YoY
Members
6,745
+0.2% YoY
ROA (annualized)
1.63%
peers 0.60%
ROE (annualized)
11.23%
peers 4.10%

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

MetricNew South Credit UnionPeer medianΔ
Asset growth (YoY)+11.6%+1.3%+10.3 pts
Share growth (YoY)+12.0%+0.7%+11.3 pts
Loan growth (YoY)-7.0%-2.4%-4.6 pts
ROA1.63%0.60%+1.0 pts
ROE11.2%4.1%+7.1 pts

ROA ranks in the 88th percentile of its peer group · Q1 2026

Profile

Established
1952
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
3261 N Mall Rd, Knoxville, TN, 37924
NCUA charter #
60645
RSSD ID
587592
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$90.3M$76.6M$33.6M$13.1M$368K1.63%3.39%0.05%6,745
Q4 2025$86.3M$73.0M$34.3M$12.7M$1.0M1.20%3.33%0.40%6,748
Q3 2025$84.1M$70.8M$35.3M$12.8M$1.0M1.59%3.50%0.11%6,745
Q2 2025$82.2M$69.2M$36.5M$12.5M$715K1.74%3.69%0.25%6,752
Q1 2025$80.9M$68.4M$36.2M$12.2M$353K1.75%3.65%0.08%6,734
Q4 2024$78.5M$66.3M$36.4M$11.8M$763K0.97%3.26%0.44%6,759
Q3 2024$77.5M$65.3M$37.0M$11.9M$750K1.29%3.39%0.11%6,781
Q2 2024$76.8M$64.8M$35.9M$11.7M$496K1.29%3.37%0.05%6,767

Loan mix (Q1 2026): real estate $5.5M · commercial $0 · consumer $24.3M · securities $44.3M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioNew South Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.63%Q2 2024 → Q1 20260.60%
88th
Return on equity
Annualized net income ÷ equity or net worth
11.2%Q2 2024 → Q1 20264.1%
89th
Net interest margin
Interest income − interest expense, ÷ assets
3.39%Q2 2024 → Q1 20263.83%
31th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
60.4%Q1 2025 → Q1 202681.5%
13th
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
RatioNew South Credit UnionTrend (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
RatioNew South Credit UnionTrend (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
RatioNew South Credit UnionTrend (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
RatioNew South Credit UnionTrend (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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