CharterBench

Transcend Credit Union

Credit UnionFISCULouisville, KY·Est. 1934·NCUA #68666Compare ⇄
Total assets
$589.4M
+6.6% YoY
Shares & deposits
$477.4M
+6.3% YoY
Loans
$412.2M
+5.7% YoY
Members
50,358
+3.4% YoY
ROA (annualized)
1.00%
peers 0.62%
ROE (annualized)
7.71%
peers 5.92%

Peer comparison 284 credit unions with 500M-1B in assets

MetricTranscend Credit UnionPeer medianΔ
Asset growth (YoY)+6.6%+4.8%+1.8 pts
Share growth (YoY)+6.3%+4.3%+2.0 pts
Loan growth (YoY)+5.7%+4.3%+1.3 pts
ROA1.00%0.62%+0.4 pts
ROE7.7%5.9%+1.8 pts

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

Profile

Established
1934
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
P. O. Box 18303, Louisville, KY, 40261
NCUA charter #
68666
RSSD ID
607294
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$589.4M$477.4M$412.2M$76.6M$1.5M1.00%2.68%0.17%50,358
Q4 2025$571.8M$461.8M$409.1M$75.1M$6.6M1.15%2.78%0.18%49,871
Q3 2025$557.2M$457.0M$411.4M$73.1M$4.5M1.08%2.80%0.16%49,615
Q2 2025$563.0M$457.2M$391.5M$71.4M$2.8M0.99%2.70%0.16%49,172
Q1 2025$553.0M$449.2M$390.1M$69.9M$1.3M0.93%2.65%0.16%48,724
Q4 2024$540.2M$437.7M$387.8M$68.6M$4.3M0.79%2.35%0.08%48,444
Q3 2024$527.8M$429.7M$377.8M$67.3M$2.9M0.74%2.30%0.10%48,109
Q2 2024$526.9M$430.5M$378.0M$66.2M$1.8M0.68%2.20%0.16%47,818

Loan mix (Q1 2026): real estate $128.1M · commercial $0 · consumer $283.1M · securities $88.5M

Ratio pack Q1 2026 · peer medians from 284 institutions

Profitability
RatioTranscend Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.00%Q2 2024 → Q1 20260.62%
74th
Return on equity
Annualized net income ÷ equity or net worth
7.7%Q2 2024 → Q1 20265.9%
64th
Net interest margin
Interest income − interest expense, ÷ assets
2.68%Q2 2024 → Q1 20263.48%
8th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
71.2%Q1 2025 → Q1 202678.3%
24th
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
RatioTranscend 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
RatioTranscend 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
RatioTranscend 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
RatioTranscend 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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