CharterBench

Simplot Credit Union

Credit UnionFISCUPocatello, ID·Est. 1955·NCUA #63405Compare ⇄
Total assets
$58.8M
+2.4% YoY
Shares & deposits
$46.0M
+3.7% YoY
Loans
$38.4M
-1.7% YoY
Members
5,482
-2.9% YoY
ROA (annualized)
0.74%
peers 0.60%
ROE (annualized)
3.43%
peers 4.10%

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

MetricSimplot Credit UnionPeer medianΔ
Asset growth (YoY)+2.4%+1.3%+1.1 pts
Share growth (YoY)+3.7%+0.7%+3.0 pts
Loan growth (YoY)-1.7%-2.4%+0.6 pts
ROA0.74%0.60%+0.1 pts
ROE3.4%4.1%-0.7 pts

ROA ranks in the 57th percentile of its peer group · Q1 2026

Profile

Established
1955
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
Po Box 2519, Pocatello, ID, 83201
NCUA charter #
63405
RSSD ID
157397
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$58.8M$46.0M$38.4M$12.7M$109K0.74%4.27%0.38%5,482
Q4 2025$58.8M$46.0M$38.8M$12.1M$555K0.94%4.28%0.73%5,516
Q3 2025$56.7M$43.6M$39.1M$10.2M$-2.1M-5.05%4.46%0.76%5,584
Q2 2025$56.9M$43.8M$39.4M$12.4M$270K0.95%4.33%0.89%5,645
Q1 2025$57.4M$44.3M$39.0M$12.2M$118K0.82%4.22%0.89%5,644
Q4 2024$56.3M$43.7M$39.1M$12.1M$785K1.39%4.27%0.96%5,646
Q3 2024$55.1M$42.6M$39.3M$11.9M$574K1.39%4.34%0.72%5,666
Q2 2024$54.9M$43.1M$39.3M$11.7M$389K1.42%4.31%0.85%5,674

Loan mix (Q1 2026): real estate $11.8M · commercial $0 · consumer $21.0M · securities $12.8M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioSimplot Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.74%Q2 2024 → Q1 20260.60%
57th
Return on equity
Annualized net income ÷ equity or net worth
3.4%Q2 2024 → Q1 20264.1%
45th
Net interest margin
Interest income − interest expense, ÷ assets
4.27%Q2 2024 → Q1 20263.83%
70th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
76.3%Q1 2025 → Q1 202681.5%
38th
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
RatioSimplot 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
RatioSimplot 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
RatioSimplot 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
RatioSimplot 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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