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test/sample-servicer-statement.txt
174 lines
MOHELA
633 Spirit Drive
Chesterfield, MO 63005
1-888-866-4352
www.mohela.com
ACCOUNT STATEMENT
Statement Date: August 1, 2025
Account Number: MHLA-7731049
Payment Due Date: September 1, 2025
BORROWER INFORMATION
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Name: Alex R. Martinez
Address: 4412 Pinecrest Ave
Portland, OR 97201
SSN: XXX-XX-1049
Email: alex.martinez@email.com
Phone: (503) 387-1049
PAYMENT SUMMARY
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Total Amount Due: $433.00
Payment Due Date: September 1, 2025
Current Repayment Plan: Income-Based Repayment (IBR)
(Loans 1-4)
Current Repayment Plan: Standard Repayment
(Loans 5-6)
To avoid late fees, pay by September 1, 2025.
Autopay is NOT currently enrolled for this account.
LOAN DETAIL
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Loan 1 of 6
Loan Type: Direct Subsidized Loan
Original Principal: $3,500.00
Disbursement Date(s): 08/20/2018, 01/15/2019
School: University of Oregon
Interest Rate: 5.05%
Repayment Plan: Income-Based Repayment (IBR)
Current Principal Balance: $3,112.44
Accrued Interest: $287.11
Outstanding Balance: $3,399.55
Payment Amount Due: $46.75
Next Payment Due: September 1, 2025
Last Payment Received: $46.75 on 08/01/2025
Loan 2 of 6
Loan Type: Direct Subsidized Loan
Original Principal: $4,500.00
Disbursement Date(s): 08/25/2020, 01/20/2021
School: Portland State University
Interest Rate: 2.75%
Repayment Plan: Income-Based Repayment (IBR)
Current Principal Balance: $4,108.00
Accrued Interest: $378.22
Outstanding Balance: $4,486.22
Payment Amount Due: $46.75
Next Payment Due: September 1, 2025
Last Payment Received: $46.75 on 08/01/2025
Loan 3 of 6
Loan Type: Direct Unsubsidized Loan
Original Principal: $6,000.00
Disbursement Date(s): 08/20/2018, 01/15/2019
School: University of Oregon
Interest Rate: 5.05%
Repayment Plan: Income-Based Repayment (IBR)
Current Principal Balance: $5,844.17
Accrued Interest: $703.22
Outstanding Balance: $6,547.39
Payment Amount Due: $46.75
Next Payment Due: September 1, 2025
Last Payment Received: $46.75 on 08/01/2025
Loan 4 of 6
Loan Type: Direct Unsubsidized Loan
Original Principal: $8,000.00
Disbursement Date(s): 08/25/2020, 01/20/2021
School: Portland State University
Interest Rate: 2.75%
Repayment Plan: Income-Based Repayment (IBR)
Current Principal Balance: $8,366.91
Accrued Interest: $940.69
Outstanding Balance: $9,307.60
Payment Amount Due: $46.75
Next Payment Due: September 1, 2025
Last Payment Received: $46.75 on 08/01/2025
Loan 5 of 6
Loan Type: Direct PLUS Loan (Grad)
Original Principal: $20,500.00
Disbursement Date(s): 08/25/2021, 01/18/2022
School: Portland State University
Interest Rate: 6.54%
Repayment Plan: Standard Repayment
Current Principal Balance: $21,804.33
Accrued Interest: $1,894.17
Outstanding Balance: $23,698.50
Payment Amount Due: $123.00
Next Payment Due: September 1, 2025
Last Payment Received: $123.00 on 08/01/2025
Loan 6 of 6
Loan Type: Direct PLUS Loan (Grad)
Original Principal: $21,500.00
Disbursement Date(s): 08/22/2022, 01/19/2023
School: Portland State University
Interest Rate: 7.54%
Repayment Plan: Standard Repayment
Current Principal Balance: $20,303.67
Accrued Interest: $1,526.83
Outstanding Balance: $21,830.50
Payment Amount Due: $123.00
Next Payment Due: September 1, 2025
Last Payment Received: $123.00 on 08/01/2025
ACCOUNT TOTALS
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Total Principal Balance: $63,539.52
Total Accrued Interest: $5,730.24
Total Outstanding Balance: $69,269.76
Total Amount Due September 1, 2025: $433.00
INTEREST RATE SUMMARY
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Loan Rate Plan
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Sub. Loan (UO 2018) 5.05% IBR
Sub. Loan (PSU 2020) 2.75% IBR
Unsub. Loan (UO 2018) 5.05% IBR
Unsub. Loan (PSU 2020) 2.75% IBR
PLUS Loan (PSU 2021) 6.54% Standard
PLUS Loan (PSU 2022) 7.54% Standard
RECENT PAYMENT HISTORY
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Date Amount Principal Interest Balance
08/01/2025 $433.00 $246.22 $186.78 $63,539.52
07/01/2025 $433.00 $241.09 $191.91 $63,785.74
06/01/2025 $433.00 $238.77 $194.23 $64,026.83
05/01/2025 $433.00 $236.44 $196.56 $64,265.60
04/01/2025 $433.00 $234.11 $198.89 $64,502.04
IMPORTANT NOTICES
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* Interest accruing during IBR may be capitalized upon
plan change or recertification. Your annual income
recertification is due by November 15, 2025.
* Your IBR monthly payment is $187.00 total across
Loans 1-4, adjusted based on your last certified AGI
of $54,200 (2024 tax return).
* To make a payment or manage your account online, visit:
www.mohela.com or call 1-888-866-4352
Mon-Fri 7:00am - 9:00pm CT
Sat 8:00am - 5:00pm CT
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MOHELA | 633 Spirit Drive | Chesterfield, MO 63005
This communication is from a loan servicer. Account Number: MHLA-7731049