The U.S. House of Representatives approved legislation Thursday
that would effectively end private-lender involvement in the
student loan market, establishing the federal government as the
sole provider of college loans.
The bill introduces sweeping changes to the U.S. higher
education system, and serves as the third central plank of U.S.
President Barack Obama's domestic agenda. It aims to make college
more accessible and improve graduation rates.
"This bill will end the billions upon billions of dollars in
unwarranted subsidies that we hand out to banks and financial
institutions, and will use that money to guarantee access to
low-cost loans," Obama said in a statement.
Like the continuing efforts at overhauling health care, the
changes to the federal government's higher education policies would
have a serious impact on the bottom line for private-sector players
currently serving the market place.
The House vote was 253-to-171, largely along party lines.
Under the legislation, all lenders would be cut out of the
market for originating loans. There would still be a role for
private banks and lenders to bid for a limited number of contracts
to service the loans after they are made by the government.
The Federal Family Education Loan Program, wherein the
government guarantees loans made by private lenders, remains the
single largest source of college loans. Lenders made related loans
for students at 4,465 schools for the 2008-09 academic years. Loan
volume totalled $74 billion, up 13% from $65.3 billion a year
earlier.
For companies like SLM Corp. (SLM), better known as Sallie Mae,
the proposed changes are already having an impact. This week, Fitch
Ratings downgraded Sallie Mae to BBB+ status, and called its
outlook negative.
Sallie Mae's shares closed down 2.71% at $8.99.
"Today the House made a clear choice to stop funneling vital
taxpayer dollars through board rooms and start sending them
directly to dorm rooms," said Rep. George Miller, D-Calif., the
chairman of the House Education and Labor Committee.
The Obama administration would use anticipated savings from the
measure to increase grants for low-income students, boost funding
for minority student groups, provide money for school construction,
with a small portion left over to pay down the deficit.
The non-partisan Congressional Budget Office said that ending
fees paid to private lenders would save the taxpayer $87 billion
over the next decade.
An alternative proposal floated by a group of lenders including
Sallie Mae would realize the same level of savings, the CBO
said.
In the Senate, staff on the Health Education Labor and Pensions
Committee are drafting legislation similar to the House version,
according to a Senate Democratic aide.
The Senate bill also would end private-lender origination of
loans, the aide said, leaving the federal government as the sole
provider of college loans.
Martha Holler, a spokeswoman for Sallie Mae, said the Senate has
the opportunity to pass legislation that realizes significant
savings "without sacrificing choice and competition for
students."
The House vote comes after more than two years of turmoil for
the student loan industry.
In 2007, Congress reduced government payments to lenders making
federally guaranteed student loans by more than $20 billion.
The resulting cut in profits came just as credit markets were
beginning to seize up, eventually making it nearly impossible for
lenders to package student loans into securities and sell them to
investors, a key source of liquidity in the student loan
market.
Complaining that the business is no longer profitable, more than
180 lenders have exited all or part of the federal student loan
program since the fall of 2007.
Still, remaining lenders have fought against the changes,
arguing that providing loans to students is among the best ways to
establish a relationship with new clients that could lead to more
lucrative business in the future.
Passage of the legislation would require the Department of
Education to accommodate around 4,000 schools by next July 1. And
those schools would have to have their processing systems prepared
well before that since most financial aid packages are typically
distributed in the spring.
Lending experts at some of the largest schools in the country,
such as the University of Notre Dame, have said that they won't
have sufficient time to make the transition to a government-run
lending program.
Having lined up additional contractors to handle the anticipated
increase in direct-loan volume, federal officials say they are
prepared. Absent an unanticipated breakdown in the system, industry
observers say borrowers are unlikely to notice the shift.
House lawmakers attached a measure to the student loan bill
ending all federal government funding of the community organizing
group Acorn - the Association of Community Organizations for Reform
Now. The group has long been in the cross hairs of Republicans, but
more recently has been accused of widespread fraud and other
illegal activities.
-By Corey Boles, Dow Jones Newswires; 202-862-6601;
corey.boles@dowjones.com