CharterBench

Shuford Federal Credit Union

Credit UnionFCUHickory, NC·Est. 1967·NCUA #24811Compare ⇄
Total assets
$36.3M
+2.1% YoY
Shares & deposits
$30.7M
+4.7% YoY
Loans
$28.6M
-2.0% YoY
Members
4,374
-1.6% YoY
ROA (annualized)
1.32%
peers 0.60%
ROE (annualized)
9.83%
peers 4.10%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+2.1%+1.3%+0.8 pts
Share growth (YoY)+4.7%+0.7%+4.1 pts
Loan growth (YoY)-2.0%-2.4%+0.4 pts
ROA1.32%0.60%+0.7 pts
ROE9.8%4.1%+5.7 pts

ROA ranks in the 80th percentile of its peer group · Q1 2026

Profile

Established
1967
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 3
Address
882 16Th St Ne, Hickory, NC, 28601
NCUA charter #
24811
RSSD ID
974697
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$36.3M$30.7M$28.6M$4.9M$120K1.32%4.73%0.92%4,374
Q4 2025$36.7M$31.2M$29.2M$4.8M$501K1.36%4.97%1.12%4,369
Q3 2025$35.6M$30.2M$30.0M$4.7M$393K1.47%5.16%1.72%4,463
Q2 2025$36.1M$30.9M$29.9M$4.5M$258K1.43%5.11%1.01%4,501
Q1 2025$35.5M$29.3M$29.1M$4.4M$108K1.21%4.90%2.10%4,447
Q4 2024$34.3M$27.8M$27.5M$4.3M$525K1.53%5.15%2.10%4,388
Q3 2024$33.6M$28.0M$26.6M$4.2M$431K1.71%5.21%0.94%4,456
Q2 2024$33.3M$28.6M$25.3M$4.1M$285K1.71%5.18%0.91%4,493

Loan mix (Q1 2026): real estate $16.9M · commercial $917K · consumer $10.1M · securities $2.2M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.32%Q2 2024 → Q1 20260.60%
80th
Return on equity
Annualized net income ÷ equity or net worth
9.8%Q2 2024 → Q1 20264.1%
84th
Net interest margin
Interest income − interest expense, ÷ assets
4.73%Q2 2024 → Q1 20263.83%
83th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
77.4%Q1 2025 → Q1 202681.5%
40th
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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