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403(b) Loan Calculator

Calculate the repayment schedule and true cost of borrowing from your 403(b), including monthly payments, total interest, and the opportunity cost of lost investment growth.

Loan Details

Account Details

Age & Retirement

55Score
ReviewRetirement readiness

Loan Impact Score

This loan will have a noticeable impact on your long-term retirement balance.

Monthly Payment

$287

Total True Cost

$7,165

RiskReviewStrong

Monthly Payment

$287

60 payments over 5 years

Total Interest Paid

$2,191

Paid back into your own account

Opportunity Cost

$4,899

Lost investment growth through retirement

Total True Cost

$7,165

Interest + fees + lost growth + missed match

403(b) Balance: With Loan vs Without

How the loan affects your retirement account over time

Payment Breakdown

How your total payments are split between principal, interest, and fees

Total Paid

$17,266

Principal

87%

$15,000

Interest

13%

$2,191

Fees

0%

$75

Loan Amortization Schedule

Monthly breakdown of principal and interest payments

MonthPaymentPrincipalInterestRemaining
1$287$218$69$14,782
2$287$219$68$14,563
3$287$220$67$14,344
4$287$221$66$14,123
5$287$222$65$13,901
6$287$223$64$13,678
7$287$224$63$13,455
8$287$225$62$13,230
9$287$226$61$13,004
10$287$227$60$12,777
11$287$228$59$12,549
12$287$229$58$12,320
13$287$230$56$12,090
14$287$231$55$11,859
15$287$232$54$11,627
16$287$233$53$11,393
17$287$234$52$11,159
18$287$235$51$10,924
19$287$236$50$10,687
20$287$238$49$10,450
21$287$239$48$10,211
22$287$240$47$9,971
23$287$241$46$9,731
24$287$242$45$9,489
25$287$243$43$9,246
26$287$244$42$9,001
27$287$245$41$8,756
28$287$246$40$8,510
29$287$248$39$8,262
30$287$249$38$8,014
31$287$250$37$7,764
32$287$251$36$7,513
33$287$252$34$7,261
34$287$253$33$7,008
35$287$254$32$6,753
36$287$256$31$6,498
37$287$257$30$6,241
38$287$258$29$5,983
39$287$259$27$5,724
40$287$260$26$5,464
41$287$261$25$5,202
42$287$263$24$4,939
43$287$264$23$4,676
44$287$265$21$4,410
45$287$266$20$4,144
46$287$268$19$3,877
47$287$269$18$3,608
48$287$270$17$3,338
49$287$271$15$3,067
50$287$272$14$2,794
51$287$274$13$2,521
52$287$275$12$2,246
53$287$276$10$1,969
54$287$277$9$1,692
55$287$279$8$1,413
56$287$280$6$1,133
57$287$281$5$852
58$287$283$4$569
59$287$284$3$285
60$287$285$1$0

Personalized Insights

Actionable recommendations based on your numbers

5 insights2 priority
Watch#1

Significant Opportunity Cost

While you pay interest back to yourself, the $4,899 in lost market growth is a real cost. The total true cost is $7,165.

Note#2

Interest Goes Back to You

Unlike other loans, the $2,191 in interest is paid back into your own 403(b) account. However, this interest is typically lower than what the market would have earned.

Note#3

Repayment as Share of Income

Your annual loan payments of $3,438 appear manageable relative to your estimated income. Ensure you can maintain regular contributions alongside repayment.

Watch#4

Job Change Risk

If you leave your employer, most 403(b) loans must be repaid in full by the tax filing deadline for that year. Failure to repay triggers income taxes and potentially a 10% early withdrawal penalty if you're under 59½.

Note#5

Consider Alternatives

Before borrowing from your 403(b), compare personal loans, HELOCs, or 0% APR credit cards. These options don't reduce your retirement savings or risk tax penalties if you leave your job.