CharterBench

One South Federal Credit Union

Credit UnionFCUNatchez, MS·Est. 1953·NCUA #8840Compare ⇄
Total assets
$17.2M
-4.1% YoY
Shares & deposits
$14.4M
-5.4% YoY
Loans
$7.9M
-10.2% YoY
Members
2,812
+3.9% YoY
ROA (annualized)
0.38%
peers 0.60%
ROE (annualized)
1.86%
peers 4.10%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)-4.1%+1.3%-5.4 pts
Share growth (YoY)-5.4%+0.7%-6.0 pts
Loan growth (YoY)-10.2%-2.4%-7.8 pts
ROA0.38%0.60%-0.2 pts
ROE1.9%4.1%-2.2 pts

ROA ranks in the 39th percentile of its peer group · Q1 2026

Profile

Established
1953
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 3
Address
148 N Shields Ln, Natchez, MS, 39120
NCUA charter #
8840
RSSD ID
391584
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$17.2M$14.4M$7.9M$3.5M$17K0.38%5.33%2.99%2,812
Q4 2025$16.8M$13.9M$8.5M$3.5M$268K1.60%5.85%4.11%2,832
Q3 2025$16.8M$14.0M$8.6M$3.5M$244K1.93%5.87%3.65%2,860
Q2 2025$17.5M$14.7M$8.8M$3.5M$173K1.98%5.68%2.96%2,826
Q1 2025$18.0M$15.2M$8.8M$3.4M$81K1.80%5.47%3.75%2,706
Q4 2024$17.9M$15.2M$8.8M$3.3M$344K1.92%5.61%2.79%2,711
Q3 2024$18.9M$16.3M$9.0M$3.2M$247K1.74%5.27%2.07%2,738
Q2 2024$17.7M$15.3M$8.9M$3.1M$133K1.50%5.48%2.91%2,763

Loan mix (Q1 2026): real estate $0 · commercial $0 · consumer $6.7M · securities $4.1M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.38%Q2 2024 → Q1 20260.60%
39th
Return on equity
Annualized net income ÷ equity or net worth
1.9%Q2 2024 → Q1 20264.1%
33th
Net interest margin
Interest income − interest expense, ÷ assets
5.33%Q2 2024 → Q1 20263.83%
92th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
85.7%Q1 2025 → Q1 202681.5%
60th
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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