FIRST-CITIZENS BANK & TRUST

PPP Lender · 35,573 loans · $4.44B total · 39 states served

Total Loans Originated
35,573
Total Approved
$4.44B
Avg $124,773/loan
States Served
39
Most: North Carolina
Market Share
0.31%
Of all 11.4M PPP loans

FIRST-CITIZENS BANK & TRUST was one of the thousands of SBA-approved lenders that participated in the Paycheck Protection Program. During the program period (April 2020 – May 2021), the lender originated 35,573 PPP loans totaling $4.44B, representing approximately 0.31% of all loans nationwide.

FIRST-CITIZENS BANK & TRUST served borrowers across 39 states. The largest concentration of activity was in North Carolina, where the lender originated 15,135 loans totaling $1.74B. Other states with significant activity included South Carolina, California, Virginia.

The average loan size for this lender was $124,773. This figure reflects the mix of borrower types — large companies, small businesses, sole proprietors, and non-profits — that applied through this institution. Lenders were responsible for collecting and verifying borrower certifications and submitting loan applications to the SBA's E-Tran system.

Among the largest named borrowers that received loans through FIRST-CITIZENS BANK & TRUST were: EMERGEORTHO P.A. (NC) — $10,000,000; MONARCH (NC) — $10,000,000; PINEHURST, LLC (NC) — $8,853,300; and WELLSPACE HEALTH (CA) — $7,927,700.

PPP lenders were compensated through processing fees paid by the SBA rather than by borrowers. Fees ranged from 1% to 5% of the loan amount depending on loan size. Lenders were not required to take credit risk — the SBA provided a 100% guaranty on each loan. This structure incentivized broad participation but also contributed to documented cases of lender fraud and over-processing of applications.

Borrower names for loans under $150,000 are withheld under FOIA Exemption 6. As a result, the named recipients shown below represent only a fraction of this lender's total portfolio. The full loan count and amount figures include all loans in the SBA's data regardless of disclosure status.

Activity by State

StateLoansTotal ApprovedForgiveness Rate
North Carolina15,135$1.74B99.4%
South Carolina7,539$726.4M99.6%
California2,624$463.7M99.5%
Virginia2,093$302.9M99.4%
Georgia1,946$297.3M99.3%
Florida1,671$197.7M99.3%
Texas882$128.8M99.8%
Washington789$136.1M99.9%
Arizona617$87.2M99.7%
Colorado477$69.5M99.6%
Tennessee348$73.6M98.0%
Wisconsin287$31.2M97.9%
New Mexico253$44.9M100.0%
Oregon239$48.2M99.6%
Maryland177$29.6M99.4%
Kansas124$19.8M97.6%
Oklahoma110$11.0M100.0%
Missouri107$14.3M100.0%
West Virginia70$4.1M100.0%
New York15$3.2M100.0%
District of Columbia15$3.0M100.0%
Pennsylvania7$843,200100.0%
Illinois7$902,600100.0%
New Jersey6$612,300100.0%
Minnesota6$911,100100.0%
Nevada5$662,700100.0%
Massachusetts4$1.1M100.0%
Michigan3$2.0M100.0%
Kentucky3$57,300100.0%
Ohio2$298,300100.0%
Maine2$100,900100.0%
Idaho2$152,500100.0%
Alaska2$154,500100.0%
Utah1$41,600100.0%
Puerto Rico1$26,300100.0%
Mississippi1$74,900100.0%
Louisiana1$20,500100.0%
Indiana1$82,600100.0%
Alabama1$24,300100.0%

Largest Named Borrowers

BorrowerStateIndustryAmountForgiven?
EMERGEORTHO P.A.NCOffices of Physicians$10,000,000Yes
MONARCHNCOutpatient Care Centers$10,000,000Yes
PINEHURST, LLCNCTraveler Accommodation$8,853,300Yes
WELLSPACE HEALTHCAOffices of Physicians$7,927,700Yes
DAYMARK RECOVERY SERVICES INC.NCOutpatient Care Centers$7,871,000No
STATE OF FRANKLIN HEALTHCARE ASSOCIATES PLLCTNOffices of Physicians$7,804,800Yes
ORTHOTENNESSEE P.C.TNOffices of Physicians$7,531,800Yes
FPI MANAGEMENT INC.CAActivities Related to Real Estate$7,226,800Yes
EPIC CARECAOffices of Physicians$6,149,200Yes
CROWN ROOFING LLCFLFoundation, Structure, and Building Exterior Contractors$5,966,700Yes
CMAC INC.SCAccommodation and Food Services$5,699,700Yes
FURNITURELAND SOUTH, INC.NCFurniture Retailers$5,506,200Yes
ANESTHESIA SERVICE MEDICAL GROUP, INCCAOffices of Physicians$5,450,700Yes
SOUTHEAST INDUSTRIAL EQUIPMENT INCNCMachinery, Equipment, and Supplies Merchant Wholesalers$5,281,800Yes
THOMAS & HUTTON ENGINEERING COGAArchitectural, Engineering, and Related Services$5,266,200Yes
RALEIGH ORTHOPAEDIC CLINIC PANCOffices of Physicians$5,250,100Yes
JORDAN & SKALA ENGINEERS INCGAArchitectural, Engineering, and Related Services$4,993,500Yes
AFFIRMA LLCWALessors of Real Estate$4,992,000Yes
COASTAL CAROLINA HEALTH CARE, PANCOffices of Physicians$4,901,300Yes
PERMANENTE DENTAL ASSOCIATES PCORBusiness, Professional, Labor, Political, and Similar Organizations$4,863,400Yes
SHUMATE MECHANICAL LLCGABuilding Equipment Contractors$4,807,800Yes
SOUTHERN CONCRETE <ATERIALS INCNCManufacturing$4,731,100Yes
SMITH, ANDERSON, BLOUNT, DORSETT, MITCHELL & JERNIGAN, LLPNCLegal Services$4,627,000Yes
HATTERAS CABO YACHTS, LLCNCManufacturing$4,536,500Yes
PRIVATE DIAGNOSTIC CLINIC PLLCNCOffices of Physicians$4,495,500Yes