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Comparing Income-Driven Repayment Plans: SAVE vs. REPAYE

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The newes t income - driven repayment (IDR) plan — S av i n g o n a Va l u a b l e Ed u c at i o n (SAV E) p l a n — modifies and replaces the existing Revised Pay as You Earn (REPAYE) plan to meaningfully lower monthly payment s and overall loan balances for mos t s tudent loan borrowers . The goal of the new SAVE plan is to better assist low-income borrowers and provide more flexibility toward student debt forgiveness.

SAVE

REPAYE

Discretionary Income Threshold

225% of Federal poverty level

150% of Federal poverty level

Monthly Payments

Undergraduate: 5% of discretionary income Graduate/Professional: 10% of discretionary income Both types: between 5 and 10% of discretionary income based on a weighted average

All federal loan types: 10% of discretionary income

Years to Forgiveness

Undergraduate: 20 Graduate/Professional: 25

Undergraduate: 20 Graduate/Professional: 25

Forgiveness for Low Debt Borrowers

Forgiveness after 10 years for borrowers with an original principal balance of $12,000 or less

N/A

Treatment of Unpaid Interest

Eliminated each month

Capitalized

What follows are examples of different debt and income scenarios and how the SAVE plan compares to REPAYE. All borrowers are unmarried, are the only member of the household, and live in the lower 48 states. An interest rate of 6.6% was applied to both the graduate and prior undergraduate loans.

Borrower 1:

“Typical” Law Graduate • Undergraduate Debt: $29,000 • Law School Debt: $126,000 • Annual Income: $80,000

TOTAL PAID $61,756 LESS (-20.4%) FORGIVENESS AMOUNT $53,798 MORE (+45%)

• Total Loans After Capitalization: $173,711

Borrower 2: Public Institutions/ Small Firm • Undergraduate Debt: $27,000 • Law School Debt: $100,000 • Annual Income: $85,000

TOTAL PAID $43,908 LESS (-14.5%) FORGIVENESS AMOUNT $62,877 MORE (+388.4%)

• Total Loans After Capitalization: $140,702

Borrower 3: Private Institutions/ Private Practice • Undergraduate Debt: $0 • Law School Debt: $200,000 • Annual Income: $165,000 • Total Loans After Capitalization: $230,849

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TOTAL PAID $20,520 MORE (+4.6 %) FORGIVENESS AMOUNT $0 (SAME)