Stock Markets May 12, 2026 10:56 AM

Justice Department, PayPal Reach Settlement; Company to Roll Out $30M Fee-Waiver Program for Small Businesses

PayPal agrees to replace race-based investment criteria with a new Small Business Initiative that waives processing fees on $1 billion of transactions for eligible U.S. firms

By Derek Hwang PYPL

The U.S. Justice Department has settled a fair lending probe with PayPal that stemmed from an investment program targeting black and minority-owned businesses. Under the agreement, PayPal will launch a new Small Business Initiative that excludes race, national origin, and other protected characteristics from eligibility criteria, and will waive processing fees on $1 billion of transactions - an amount the company values at about $30 million - for qualifying American small businesses.

Justice Department, PayPal Reach Settlement; Company to Roll Out $30M Fee-Waiver Program for Small Businesses
PYPL

Key Points

  • The Justice Department and PayPal have reached a settlement resolving a fair lending investigation into a program targeted at black and minority-owned businesses.
  • PayPal will launch a race-neutral Small Business Initiative that waives processing fees on $1 billion in transactions, valued at approximately $30 million, for eligible U.S. small businesses that are veteran-owned or active in farming, manufacturing or technology.
  • The settlement requires PayPal to appoint a director for the initiative, assess small business needs, submit plans to the United States, provide Equal Credit Opportunity Act training to staff, and report on the program annually. Sectors impacted include payments/financial services and the small-business segments in farming, manufacturing and technology.

The Justice Department announced on Tuesday that it has reached a settlement with PayPal Inc. to resolve a fair lending investigation into an investment program that was created for black and minority-owned businesses.

Under the terms of the settlement, PayPal will establish a new Small Business Initiative that explicitly removes race, national origin and other protected characteristics from any eligibility requirements. The initiative will include a fee-waiver program covering $1 billion of processing volume, which PayPal has valued at roughly $30 million, for eligible U.S. small businesses that are veteran-owned or engaged in farming, manufacturing or technology.


Settlement terms and company commitments

As part of the agreement, PayPal has agreed to several operational and compliance steps. The company will:

  • Designate a director to oversee the Small Business Initiative;
  • Conduct an assessment of the needs of American small businesses;
  • Submit plans and proposals for the initiative to the United States;
  • Provide training to employees on the Equal Credit Opportunity Act; and
  • Produce annual reports on the initiative.

Government commentary

Acting Attorney General Todd Blanche commented on the settlement, saying, "This Department of Justice is delivering on President Trump’s vow to root out illegal DEI from every corner of corporate America. American corporations are on notice: you will face our aggressive enforcement if you use race or national origin to discriminate against qualified Americans."

Assistant Attorney General Harmeet K. Dhillon of the Civil Rights Division stated, "With this settlement, PayPal agrees that race and national origin should play no part in determining which small businesses deserve its investment and financial support."


Background on the prior program

PayPal introduced the Economic Opportunity Fund in 2020 to direct investments to black and minority-owned businesses. That program expressly gave preference to businesses on the basis of race, color and national origin, and the company did not implement it as a remedy for any identified instances of past discrimination, according to the settlement language.

The settlement resolves the Justice Department's fair lending inquiry by replacing the prior, preference-based approach with a race-neutral Small Business Initiative and sets out monitoring, training and reporting obligations for PayPal going forward.

Risks

  • Regulatory and enforcement risk: The Justice Department warned of aggressive enforcement for companies that use race or national origin in discriminatory ways, indicating continued regulatory scrutiny of corporate programs.
  • Implementation and compliance risk: PayPal must execute multiple obligations under the settlement - including appointing a director, conducting assessments, training employees on the Equal Credit Opportunity Act, and annual reporting - creating potential operational and compliance challenges.
  • Program scope uncertainty: The fee waivers are limited to eligible small businesses that are veteran-owned or involved in farming, manufacturing or technology, which may constrain the reach of the initiative for broader small-business populations.

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