Interest Rates

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  • Comparison Table - Here is a brief recap of the
    HECM interest rate choices:
  Annually Adjusted Monthly Adjusted
Expected Rate
(used only to determine loan amounts)
10-year Treasury rate (index) plus 2.1% (margin) 10-year Treasury rate (index) plus 1.5% (margin)
Net Principal Limit
(maximum loan proceeds available to borrower at closing)
Smaller Larger
Initial Rate/Current Rate
(interest rate on the loan balance)
Subject to change once per year; equals 1-year Treasury rate (index) plus 2.1% (margin) Subject to change once per month; equals 1-year Treasury rate (index) plus 1.5% (margin)
Interest Rate Cap
(above or below)
2 points per year; 5 point over the life of the loan No annual cap; 10 points over the life of the loan
Compounding Rate

(total periodic rate charged on loan balance)

Initial rate plus .5% for periodic mortgage insurance premium (MIP) Initial rate plus .5% for periodic mortgage insurance premium (MIP)
Creditline Growth Rate Same as compounding rate Same as compounding rate
Monthly greditline growth is larger smaller

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Revised: October 03, 2001.