SBA LenderData

Heritage Bank Inc

Headquartered in Burlington, KY. Analysis based on 571 SBA 7(a) loans approved between FY2020 and 2025-12-31, totaling $247.0M.

Total 7(a) loans
571
Total approved
$247.0M
Average loan
$433K
States funded in
49
Charge-off rate
3.55%
FY2020–FY2023 cohort
Paid-in-full rate
4.26%
Average rate
11.43%
Average term
132 mo

Top 10 industries financed

NAICS Industry Loans
722511 Full-Service Restaurants 34
541990 All Other Professional, Scientific, and Technical Services 21
722513 Limited-Service Restaurants 21
484121 General Freight Trucking, Long Distance, Truckload 20
621210 Offices of Dentists 15
811111 General Automotive Repair 13
621111 Offices of Physicians (except Mental Health Specialists) 12
236118 Residential Remodelers 9
236115 New Single-Family Housing Construction (except Operative Builders) 9
812112 Beauty Salons 8

Top 10 states

State Loans
CA 66
FL 59
NY 45
TX 44
OH 29
PA 28
IL 28
KY 22
NJ 20
GA 19

Top franchise brands financed

35 franchise loans across 27 distinct brands.

Franchise Loans
911 Restoration 4
Crumbl 4
Meineke Car Care Center 2
Cupbop 2
The Camp Transformation Center 1
Jimmy John's 1
Grease Monkey 1
Fit Body Boot Camp 1
Sylvan Learning Centers 1
Vocelli Pizza 1

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Data source & methodology

All figures computed from the SBA Office of Capital Access FOIA dataset (7(a) loans, FY2020–present, as of 2025-12-31). Charge-off and paid-in-full rates are calculated on the FY2020–FY2023 cohort only, so loans have had time to mature. Charge-off rank covers lenders with ≥500 mature loans.