CharterBench

Palmetto Citizens Federal Credit Union

Credit UnionFCUColumbia, SC·Est. 1936·NCUA #1472Compare ⇄
Total assets
$1.48B
+6.2% YoY
Shares & deposits
$1.18B
+6.5% YoY
Loans
$821.8M
+7.0% YoY
Members
86,899
+2.5% YoY
ROA (annualized)
1.33%
peers 0.71%
ROE (annualized)
10.07%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+6.2%+5.1%+1.1 pts
Share growth (YoY)+6.5%+4.9%+1.6 pts
Loan growth (YoY)+7.0%+5.4%+1.6 pts
ROA1.33%0.71%+0.6 pts
ROE10.1%6.3%+3.8 pts

ROA ranks in the 87th percentile of its peer group · Q1 2026

Profile

Established
1936
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
P.O. Box 5846, Columbia, SC, 29250
NCUA charter #
1472
RSSD ID
510778
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$1.48B$1.18B$821.8M$195.6M$4.9M1.33%3.75%1.04%86,899
Q4 2025$1.44B$1.15B$818.1M$192.9M$21.0M1.45%3.81%1.07%86,171
Q3 2025$1.42B$1.13B$815.2M$187.1M$15.1M1.42%3.76%0.96%85,933
Q2 2025$1.41B$1.12B$796.5M$180.9M$9.0M1.28%3.66%0.81%85,184
Q1 2025$1.39B$1.11B$767.9M$174.8M$2.8M0.81%3.40%0.75%84,765
Q4 2024$1.35B$1.08B$769.8M$174.2M$15.0M1.11%3.21%0.73%84,437
Q3 2024$1.32B$1.06B$762.5M$170.8M$11.6M1.17%3.23%0.66%84,233
Q2 2024$1.30B$1.04B$761.4M$166.4M$7.1M1.09%3.17%0.65%83,937

Loan mix (Q1 2026): real estate $451.1M · commercial $33.4M · consumer $331.3M · securities $379.2M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.33%Q2 2024 → Q1 20260.71%
87th
Return on equity
Annualized net income ÷ equity or net worth
10.1%Q2 2024 → Q1 20266.3%
81th
Net interest margin
Interest income − interest expense, ÷ assets
3.75%Q2 2024 → Q1 20263.32%
79th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
67.7%Q1 2025 → Q1 202673.0%
30th
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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