Curt -- Congrats on all your progress!!
Regarding the AC Balance control setting with the modified power amplifier circuit; the efforts to adjust this control as per my general instructions for setting such controls in Fisher gear (that Larry kindly posted) won't work in this case, because the lowest distortion setting of the control is NOT produced when the plate and cathode legs of the phase inverter stage are made equal -- as is customarily the case. As a result, the control is intentionally designed so as to be in a centered position when the lowest distortion setting is typically produced.
Even when highly matched components and tubes are used on each side of the push-pull connection, an AC Balance control will allow any remaining minor differences on each side of that connection to be precisely balanced out to achieve production of absolute minimum distortion levels. However -- this all assumes (and it's an assumption regularly made), that the OPT itself is perfectly balanced, with the AC Balance control then only accounting for minor variations in the tubes, capacitors, and resistors. In the course of developing the modified power amplifier circuit however, it was determined that this was one of those cases where the OPT is in fact NOT perfectly balanced, so that even when precisely matched signals are presented to each side of the OPT's primary winding, minimum distortion is not produced. Ultimately, the amount of imbalance was determined, and then baked into the design of the AC Balance control circuit, so that with the circuit otherwise well balanced, minimum distortion is then produced with the control set at a centered position.
This approach was adopted, because it was felt that many (if not most) AKers would not have the appropriate equipment to measure and set the control for a minimum distortion setting. By designing the control's action the way it is however, it allows for those who do have the equipment to achieve the lowest possible distortion setting, and those who don't, to account for the built-in imbalance of the OPT, and therefore still achieve a very low distortion outcome if good attention is otherwise paid to the remaining components comprising the push-pull connection.
I hope this helps!
Dave