CharterBench

Vision Financial Federal Credit Union

Credit UnionFCUDurham, NC·Est. 1960·NCUA #13492Compare ⇄
Total assets
$60.3M
+5.4% YoY
Shares & deposits
$50.1M
+5.1% YoY
Loans
$20.9M
+1.1% YoY
Members
6,064
-5.3% YoY
ROA (annualized)
0.99%
peers 0.60%
ROE (annualized)
6.07%
peers 4.10%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+5.4%+1.3%+4.1 pts
Share growth (YoY)+5.1%+0.7%+4.5 pts
Loan growth (YoY)+1.1%-2.4%+3.5 pts
ROA0.99%0.60%+0.4 pts
ROE6.1%4.1%+2.0 pts

ROA ranks in the 68th percentile of its peer group · Q1 2026

Profile

Established
1960
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
Po Box 15818, Durham, NC, 27704
NCUA charter #
13492
RSSD ID
972983
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$60.3M$50.1M$20.9M$9.8M$149K0.99%3.76%0.04%6,064
Q4 2025$59.2M$49.2M$21.2M$9.6M$665K1.12%3.83%0.02%6,087
Q3 2025$59.6M$49.7M$21.3M$9.5M$495K1.11%3.80%0.22%6,234
Q2 2025$58.4M$48.7M$19.5M$9.3M$357K1.22%3.88%0.17%6,395
Q1 2025$57.2M$47.7M$20.6M$9.2M$162K1.14%3.93%0.14%6,400
Q4 2024$56.6M$47.2M$20.7M$9.0M$698K1.23%4.02%0.02%6,421
Q3 2024$57.6M$48.4M$20.7M$8.8M$522K1.21%3.96%0.05%6,544
Q2 2024$57.2M$47.9M$20.0M$8.6M$337K1.18%3.96%0.13%6,594

Loan mix (Q1 2026): real estate $5.2M · commercial $0 · consumer $15.2M · securities $30.6M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.99%Q2 2024 → Q1 20260.60%
68th
Return on equity
Annualized net income ÷ equity or net worth
6.1%Q2 2024 → Q1 20264.1%
64th
Net interest margin
Interest income − interest expense, ÷ assets
3.76%Q2 2024 → Q1 20263.83%
47th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
78.5%Q1 2025 → Q1 202681.5%
42th
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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