CharterBench

Sunward Federal Credit Union

Credit UnionFCUAlbuquerque, NM·Est. 1948·NCUA #5851Compare ⇄
Total assets
$4.55B
+7.1% YoY
Shares & deposits
$3.41B
+0.7% YoY
Loans
$3.08B
+18.5% YoY
Members
174,947
+4.4% YoY
ROA (annualized)
0.27%
peers 0.71%
ROE (annualized)
3.03%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+7.1%+5.1%+1.9 pts
Share growth (YoY)+0.7%+4.9%-4.2 pts
Loan growth (YoY)+18.5%+5.4%+13.0 pts
ROA0.27%0.71%-0.4 pts
ROE3.0%6.3%-3.3 pts

ROA ranks in the 13th percentile of its peer group · Q1 2026

Profile

Established
1948
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
P.O. Box 23040, Albuquerque, NM, 87192
NCUA charter #
5851
RSSD ID
955771
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$4.55B$3.41B$3.08B$404.3M$3.1M0.27%2.75%0.37%174,947
Q4 2025$4.61B$3.35B$2.97B$401.2M$5.7M0.12%2.47%0.49%173,761
Q3 2025$4.52B$3.28B$2.89B$401.0M$2.7M0.08%2.45%0.56%172,336
Q2 2025$4.33B$3.29B$2.69B$399.1M$774K0.04%2.48%0.51%169,578
Q1 2025$4.25B$3.39B$2.60B$395.0M$-3.4M-0.32%2.41%0.46%167,580
Q4 2024$4.05B$3.18B$2.43B$398.3M$6.2M0.15%2.25%0.46%153,079
Q3 2024$4.16B$3.14B$2.37B$402.3M$7.4M0.24%2.15%0.44%153,149
Q2 2024$4.09B$3.14B$2.28B$400.5M$5.6M0.27%2.13%0.37%150,396

Loan mix (Q1 2026): real estate $1.45B · commercial $770.5M · consumer $800.6M · securities $1.09B

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.27%Q2 2024 → Q1 20260.71%
13th
Return on equity
Annualized net income ÷ equity or net worth
3.0%Q2 2024 → Q1 20266.3%
16th
Net interest margin
Interest income − interest expense, ÷ assets
2.75%Q2 2024 → Q1 20263.32%
16th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
79.7%Q1 2025 → Q1 202673.0%
76th
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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