NAICS 525

Funds, Trusts & Financial

SBA loan performance data based on 242 resolved loans

Overall Default Rate

13.6%

All businesses (resolved loan basis)

Avg Loan Size

$365K

Non franchise

Resolved Loans

242

In our database

Franchise Advantage

N/A

Lower = better

Franchise vs Independent Comparison

Metric	All Businesses
Default Rate (resolved loan basis)	13.6%
Avg Loan Size	$365K
Resolved Loans	242
Chargeoffs	33

Default Rate Comparison (resolved loan basis)

All Businesses13.6%

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About SBA Loans for Funds, Trusts & Financial

The Funds, Trusts & Financial sector (NAICS 525) has 242 resolved SBA loans in our database with an overall default rate of 13.6%. This is near the national average for SBA loans.

The average SBA loan size in this sector is $365K.

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