CharterBench

Western Sun Federal Credit Union

Credit UnionFCUBroken Arrow, OK·Est. 1940·NCUA #4202Compare ⇄
Total assets
$185.7M
-3.8% YoY
Shares & deposits
$152.5M
-4.6% YoY
Loans
$140.1M
-1.2% YoY
Members
25,703
+2.1% YoY
ROA (annualized)
-0.06%
peers 0.69%
ROE (annualized)
-0.37%
peers 5.95%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)-3.8%+3.9%-7.8 pts
Share growth (YoY)-4.6%+3.3%-7.9 pts
Loan growth (YoY)-1.2%+2.9%-4.1 pts
ROA-0.06%0.69%-0.8 pts
ROE-0.4%5.9%-6.3 pts

ROA ranks in the 7th percentile of its peer group · Q1 2026

Profile

Established
1940
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 5
Address
4620 W Kenosha, Broken Arrow, OK, 74012
NCUA charter #
4202
RSSD ID
346173
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$185.7M$152.5M$140.1M$31.8M$-30K-0.06%4.74%0.62%25,703
Q4 2025$182.1M$148.7M$141.6M$31.8M$-166K-0.09%4.79%0.64%25,642
Q3 2025$187.5M$153.9M$141.6M$32.0M$-219K-0.16%4.61%0.84%25,573
Q2 2025$189.7M$156.3M$141.5M$32.1M$-153K-0.16%4.50%0.71%25,294
Q1 2025$193.1M$159.8M$141.7M$32.1M$-135K-0.28%4.34%0.72%25,184
Q4 2024$189.8M$156.2M$145.1M$31.8M$992K0.52%4.41%1.04%25,101
Q3 2024$186.6M$153.2M$146.7M$32.1M$532K0.38%4.46%0.85%25,338
Q2 2024$186.3M$152.9M$147.6M$31.9M$318K0.34%4.40%0.73%25,205

Loan mix (Q1 2026): real estate $11.9M · commercial $235K · consumer $103.2M · securities $21.6M

Ratio pack Q1 2026 · peer medians from 1070 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
-0.06%Q2 2024 → Q1 20260.69%
7th
Return on equity
Annualized net income ÷ equity or net worth
-0.4%Q2 2024 → Q1 20265.9%
7th
Net interest margin
Interest income − interest expense, ÷ assets
4.74%Q2 2024 → Q1 20263.62%
94th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
93.0%Q1 2025 → Q1 202678.7%
91th
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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