CharterBench

Tba Credit Union

Credit UnionFISCUTraverse City, MI·Est. 1955·NCUA #61795Compare ⇄
Total assets
$383.8M
+3.7% YoY
Shares & deposits
$323.9M
+3.1% YoY
Loans
$261.3M
+4.1% YoY
Members
20,600
+4.0% YoY
ROA (annualized)
1.09%
peers 0.69%
ROE (annualized)
7.44%
peers 5.95%

Peer comparison 1,070 credit unions with 100M-500M in assets

MetricTba Credit UnionPeer medianΔ
Asset growth (YoY)+3.7%+3.9%-0.2 pts
Share growth (YoY)+3.1%+3.3%-0.2 pts
Loan growth (YoY)+4.0%+2.9%+1.1 pts
ROA1.09%0.69%+0.4 pts
ROE7.4%5.9%+1.5 pts

ROA ranks in the 74th percentile of its peer group · Q1 2026

Profile

Established
1955
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 5
Address
Po Box 1049, Traverse City, MI, 49685
NCUA charter #
61795
RSSD ID
698096
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$383.8M$323.9M$261.3M$56.4M$1.0M1.09%4.46%1.65%20,600
Q4 2025$377.8M$319.0M$261.6M$55.2M$5.2M1.37%4.37%1.91%20,639
Q3 2025$372.8M$315.6M$264.6M$54.4M$4.0M1.44%4.28%1.06%20,413
Q2 2025$373.1M$316.5M$261.1M$53.0M$2.7M1.43%4.14%1.31%20,198
Q1 2025$370.1M$314.2M$251.1M$51.6M$1.2M1.29%4.01%0.92%19,810
Q4 2024$368.9M$314.2M$247.8M$50.4M$4.6M1.24%3.48%1.45%19,711
Q3 2024$362.9M$310.0M$246.2M$49.4M$3.3M1.20%3.39%1.28%19,465
Q2 2024$353.4M$302.1M$240.0M$48.2M$2.0M1.15%3.35%0.46%19,282

Loan mix (Q1 2026): real estate $87.6M · commercial $38.9M · consumer $107.5M · securities $90.4M

Ratio pack Q1 2026 · peer medians from 1070 institutions

Profitability
RatioTba Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.09%Q2 2024 → Q1 20260.69%
74th
Return on equity
Annualized net income ÷ equity or net worth
7.4%Q2 2024 → Q1 20265.9%
62th
Net interest margin
Interest income − interest expense, ÷ assets
4.46%Q2 2024 → Q1 20263.62%
89th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
68.1%Q1 2025 → Q1 202678.7%
21th
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
RatioTba 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
RatioTba 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
RatioTba 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
RatioTba 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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