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FRANKLIN TRUST

Charter #12 · CT

<100M
2437 CUs in <100M nationally 43 in CT

FRANKLIN TRUST has 3 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 1.44% above tier average
  • + Fee Income Per Member: Top 2.1% in tier
  • + Total Members: Top 2.1% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.61% below tier average
  • - Net Charge-Off Rate: Bottom 6.9% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 2,437 credit unions with under $100M in assets nationally, and 1 of 43 that size in Connecticut.
  • Shares and deposits +5.8% year over year ($63.4M in shares and deposits).
  • Membership: 8,899 members, -1.1% vs a year ago.
  • Delinquency rate 0.88%.
  • Return on assets 0.88%.
  • Efficiency ratio 79.04% vs a 88.77% peer average.
  • Loan-to-share ratio 52.90% vs a 58.89% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (CT) National Avg Tier Percentile
Members 8,899
-1.1% YoY-0.2% QoQ
+6.3K 2,585
-1.7% YoY
14,203
+5.8% YoY
34,678
+6.6% YoY
Top 2.1% in tier
Assets $70.0M
+6.3% YoY-0.8% QoQ
+$39.7M $30.3M
+1.5% YoY
$248.5M
+12.0% YoY
$593.1M
+10.2% YoY
Top 12.5% in tier
Loans $33.5M
+7.1% YoY+3.1% QoQ
+$18.1M $15.5M
-1.7% YoY
$139.3M
+11.4% YoY
$418.6M
+10.1% YoY
Top 14.3% in tier
Deposits $63.4M
+5.8% YoY-1.2% QoQ
+$37.6M $25.8M
+1.1% YoY
$217.7M
+11.5% YoY
$504.8M
+10.3% YoY
Top 10.5% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.9%
+25.3% YoY+10.5% QoQ
-0.6% 1.5%
+241.5% YoY
1.1%
+193.3% YoY
1.2%
+121.4% YoY
54%
NIM 5.3%
-1.0% YoY+2.0% QoQ
+1.4% 3.9%
+0.9% YoY
3.6%
-1.0% YoY
3.8%
+2.3% YoY
Top 7.7% in tier
Efficiency Ratio 79.0%
-3.7% YoY-2.4% QoQ
-9.7% 88.8%
-6.9% YoY
90.9%
-27.8% YoY
83.0%
-5.3% YoY
46%
Delinquency Rate 0.9%
-9.4% YoY+47.7% QoQ
-0.7 1.5%
+2.1% YoY
1.4%
+21.8% YoY
1.3%
+2.6% YoY
57%
Loan To Share 52.9%
+1.3% YoY+4.3% QoQ
-6.0% 58.9%
-3.1% YoY
53.6%
-1.6% YoY
66.4%
-1.4% YoY
41%
AMR $10,886
+7.5% YoY+0.4% QoQ
$-4K $14,963
-6.8% YoY
$17,514
+4.9% YoY
$20,028
-0.9% YoY
32%
CD Concentration 11.1%
+3.9% YoY+5.7% QoQ
-13.5% 24.6% 14.9% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 4.3% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2437 peers in tier

Top Strengths (11 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2437 Top 0.1% in <100M tier
51
Fee Income Per Member
profitability
Value: $284.90
Peer Median: $63.89
#51 of 2437 Top 2.1% in <100M tier
51
Total Members
engagement
Value: 8,899
Peer Median: 1,902
#51 of 2437 Top 2.1% in <100M tier
187
Net Interest Margin (NIM)
profitability
Value: 5.33%
Peer Median: 3.87%
#187 of 2437 Top 7.6% in <100M tier
255
Total Deposits
balance_sheet
Value: $63.36M
Peer Median: $18.69M
#255 of 2437 Top 10.4% in <100M tier
304
Total Assets
balance_sheet
Value: $69.98M
Peer Median: $21.91M
#304 of 2437 Top 12.4% in <100M tier
348
Total Loans
balance_sheet
Value: $33.52M
Peer Median: $9.49M
#348 of 2437 Top 14.2% in <100M tier
357
Loan Growth Rate
growth
Value: 7.12%
Peer Median: -2.63%
#357 of 2437 Top 14.6% in <100M tier
388
AMR Growth Rate
growth
Value: 7.45%
Peer Median: 1.04%
#388 of 2437 Top 15.9% in <100M tier
449
Asset Growth Rate
growth
Value: 6.35%
Peer Median: 1.25%
#449 of 2437 Top 18.4% in <100M tier

Top Weaknesses (2 metrics)

2269
Net Charge-Off Rate
risk
Value: 1.74%
Peer Median: 0.18%
#2269 of 2437 Bottom 6.9% in <100M tier
2061
Net Worth Ratio
risk
Value: 9.84%
Peer Median: 14.28%
#2061 of 2437 Bottom 15.5% in <100M tier
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